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Are you a newly qualified Financial Advisor looking for your next long term career option? Perhaps you have come through one of the many Advisor Academies but now feel slightly adrift with no real guidance, plan or structure to ensure the success your hard work deserves?Do you want the security of a salary, and guaranteed additional bonus via the client book you will inherit from a retiring advisor.We are looking for a dynamic, client focused advisor who will inherit and then service both an established client book, whilst also looking to develop new business opportunities through referrals and other channels.Why is this job worth applying for?
- Central London office (just south of the river) but full hybrid working once trained
- A well established and loyal client book to inherit from day one from a retiring advisor
- Full paraplanning and administrative support (you focus on what you do best, no paperwork!)
- Excellent tech based business which streamlines the advice process making it more accessible to clients and the advisors alike
- Whole of the market advice (but applicants from IFA or restricted advice backgrounds are both encouraged to apply)
- Working for a practice with over 40 years experience and multiple industry awards which give testament to the client focused, ethical and career building approach they have cultivated over decades
What are we looking for in top quality applicants?
- Minimum level 4 qualified is a must
- Ideally some form a regulated advice experience (could only be a matter of months) and ideally CAS
- If you haven't directly given regulated advice personally then you must be able to demonstrate experience in client facing advice meetings (shadowing existing Advisors, giving unregulated advice, Paraplanners who have attended multiple advice meetings might also be considered)
- A bit of a "spark"! We want passionate people looking to accelerate their financial advice careers. You must be proactive, be able to self motivate to be the best you can be and not be scared to ask for support (this company have a history of developing their employees but you have to want it!)
I speak daily to Advisors who are stuck in a rut, have got their exams and then now can't see the wood for the trees in terms of their career development. If that's you please apply or contact me directly on or
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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.
