Financial planner

Our client, a well-established and growing wealth management firm, is seeking an experienced Independent Financial Adviser to join their advisory team. This is an excellent opportunity for an Adviser who enjoys building long-term client relationships and delivering high-quality financial planning advice.

The successful candidate will inherit a substantial existing client bank, allowing them to focus on providing exceptional service, developing client relationships and identifying opportunities for future growth.

The Role

Working as part of a collaborative and supportive team, the successful Adviser will be responsible for managing an established portfolio of clients and delivering holistic financial planning solutions tailored to individual needs and objectives.

Key responsibilities include:

• Managing and developing an existing client bank
• Conducting regular client reviews and maintaining strong client relationships
• Providing advice across investments, pensions, retirement planning, protection and wider financial planning matters
• Completing fact-finds, risk profiling and suitability assessments
• Presenting clear, compliant and client-focused recommendations
• Identifying opportunities to grow revenue through existing clients, referrals and professional introducer relationships
• Working closely with paraplanning, administration, compliance and operations teams to ensure an outstanding client experience

About You

Our client is keen to speak with Advisers who possess:

• Level 4 Diploma in Financial Planning as a minimum
• A proven track record of managing and developing a client bank
• Strong technical knowledge across investments, pensions, protection and financial planning
• Excellent relationship management and communication skills
• A strong understanding of FCA regulations and compliance requirements
• Experience using CRM and adviser support platforms

Chartered status, or progress towards Chartered Financial Planner, would be advantageous but is not essential.

What’s on Offer

• An established client bank from day one
• Full paraplanning and administrative support
• A client-centric business with a strong reputation in the market
• Flexible working arrangements
• Excellent opportunities for long‑term career development
• Competitive salary and benefits package

If you are an experienced Financial Adviser looking to join a progressive and supportive organisation where you can focus on delivering quality advice and building lasting client relationships, we’d love to hear from you.

For a confidential discussion or to apply, please get in touch today.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion‑first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.