Financial Adviser

Are you an experienced Financial Adviser looking to take the next step in your career with a modern, client-focused wealth management firm? We're currently looking for a talented Independent Financial Adviser to join a progressive and planning-led firm. Whether you prefer working from home or enjoy the structure of an office, this hybrid role gives you the flexibility to work in a way that suits your lifestyle-while still delivering outstanding service to clients.

In this role, you'll help clients clearly define their financial goals and create tailored, easy-to-understand financial strategies that support long-term success. You'll be responsible for:

• Delivering holistic advice through a six-stage financial planning process.
• Conducting in-depth reviews of clients' financial circumstances, goals, and needs.
• Preparing detailed, compliant financial plans and suitability reports.
• Building and maintaining strong client and introducer relationships.
• Sourcing new business through referrals, networking, and company-led initiatives.
• Keeping clients informed of changes to legislation and new financial opportunities.
• Using digital tools and virtual platforms to communicate with clients efficiently.
• Providing timely and accurate management information.

• Diploma in Regulated Financial Planning (or FCA-recognised equivalent).
• CF30 status (or eligibility to obtain).
• A strong, client-centric approach with a clear passion for delivering positive outcomes.
• Excellent interpersonal and communication skills, both in-person and virtual.
• Proven ability to develop new client relationships through business planning and networking.
• A well-presented, professional manner and a desire to continually grow and develop.

• Negotiable salary up to £60k + performance-based bonus.
• Full in-house support including administration, paraplanning, and compliance.
• Marketing support and lead generation to help you build your client base.
• Efficient back-office systems, including XPlan for streamlined client servicing.
• Flexibility to work remotely, with access to office facilities when preferred.
• Opportunity for long-term succession planning through a Practice Buy-Out scheme.
• A supportive, collaborative environment with ongoing CPD and development opportunities.

This is a fantastic opportunity to join a well-established and respected financial planning business that genuinely values its advisers and puts clients at the heart of everything.

Interested? Apply today or reach out for a confidential chat to learn more.

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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.