Job description
Are you an experienced employed IFA looking for more freedom, flexibility, and genuine support to grow your client base?
Idex Consulting is proud to be partnering exclusively with an award-winning, independently owned financial planning firm with a long-standing reputation for excellence. Regularly featured in the press for their progressive and ethical approach, this business combines tradition with innovation, offering advisers a truly supportive and empowering environment.
About the firm:
Established in 1968, this firm has been delivering high-quality, personalised wealth management services for over five decades. With a mission rooted in knowledge, service, and trust, their goal is to provide advice that brings peace of mind and helps clients achieve their financial goals.
As an independently owned business, they're able to build meaningful, long-term relationships with clients, often spanning generations. Based just outside of Meriden in the heart of the English countryside, the firm supports clients across the UK. Their focus isn't on being the biggest, but on being the best possible partner at every life stage.
What's on offer:
- Up to £80k basic salary
- 50% bonus structure
- Private healthcare
- Full paraplanning & admin support
- Hybrid working - flexible with a collaborative office near Coventry
This is more than just an advice role, it's an opportunity to join a values-led, highly respected firm where your career will be supported and your voice heard. While lead generation support is available, a solid client following and the ambition to build on it will be key to success.
If you're ready to take the next step in a business that blends history, heart, and modern thinking, we'd love to hear from you.
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.
