Financial Advisor

Overview

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 a steady stream of loyal, existing clients inherited through a gradual transition and strong support to help you grow your practice.

Responsibilities

• Develop new business by leveraging inherited client base and professional networks.
• Provide high-quality financial planning advice across the full spectrum of products for high-net-worth clients.
• Collaborate with administrative and paraplanning teams to focus on client relationships and business development.

Requirements

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

Why This Role Stands Out

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

How to Apply

If you'd like to have a confidential conversation about this opportunity, please get in touch. Alternatively, submit your CV and we'll arrange a time to speak. Email:

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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.