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New business financial advisor

Idex Consulting
Financial advisor
Posted: 26 September
Offer description

Job description

The Opportunity
Are you a Financial Adviser with experience in generating new business, seeking increased earning potential?

This is a superb chance to join a well-established, reputable practice where you will benefit from:

1. A steady stream of loyal, existing clients inherited through a gradual transition
2. Full administrative and paraplanning support so you can focus on client relationships and business development
3. A wealth of high-quality referral opportunities from professional connections, marketing, and networking channels

Requirements:

4. Have proven experience advising in the high-net-worth space
5. Be confident advising across the full spectrum of financial planning products
6. Be a proactive team player who contributes to the firm's growth and reputation
7. Live within a reasonable commute of Hertfordshire and enjoy the benefits of a hybrid role

Why This Role Stands Out

8. Strong existing client base ready to be nurtured and grown
9. Top-tier support from experienced admin and paraplanning teams
10. The autonomy to develop your network and increase earnings significantly
11. A collaborative, professional environment focused on client excellence

If you'd like to have a confidential conversation about this opportunity, please

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