Senior Financial Advisor - Inherit £20m Book + Warm Leads

IDEX Consulting Ltd.; Coventry; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Hybrid working

Bonus scheme

Holiday buy/sell

4x Death in Service

2x Critical Illness cover

Health Cash Plan

Job summary

IDEX Consulting Ltd. in Coventry is seeking an experienced Financial Adviser to join its independent wealth management team. You will inherit an established £20m client book and benefit from warm leads and referrals, with the freedom to grow within a supportive, non-corporate culture.

You’ll provide holistic, independent financial advice, manage relationships, and build on existing connections while collaborating with a strong support function and flexible/hybrid working pattern.

Qualifications

• Level 4 Diploma in Regulated Financial Planning or equivalent.
• Established CAS / competent adviser status.
• Proven experience as a Financial Adviser providing holistic financial planning.
• Confident managing an established client portfolio.
• Strong technical knowledge across pensions, investments and retirement planning.
• Commercially minded and capable converting opportunities into client relationships.
• Excellent communication and relationship-building skills.

Responsibilities

• Inherit and manage an established £20m client book
• Build and develop long-term client relationships
• Benefit from warm leads and referrals generated through the business
• Convert opportunities and develop them into long-term client relationships
• Identify further opportunities across the existing client base
• Provide holistic, independent financial advice
• Work closely with the wider team and support function
• Deliver a high level of client service and technical advice
• Grow your client portfolio without relying solely on personal business development

Skills

Client relationship building

Holistic financial planning

Pensions and retirement planning

Education

Level 4 Diploma in Regulated Financial Planning or equivalent

CAS / competent adviser status

Job description

IDEX Consulting Ltd. in Coventry is seeking an experienced Financial Adviser to join its independent wealth management team. You will inherit an established £20m client book and benefit from warm leads and referrals, with the freedom to grow within a supportive, non-corporate culture.

You’ll provide holistic, independent financial advice, manage relationships, and build on existing connections while collaborating with a strong support function and flexible/hybrid working pattern.