IFA

Are you an experienced Financial Advisor based in the Brighton and Hove area who would be interested in inheriting a long-standing client book from a retiring advisor?

I have a unique opportunity where you will inherit an established book of clients covering the West Sussex area. This will provide a continuous stream of clients whilst also allowing you to develop your own additional clients too via professional connections, referrals and other new business avenues.

You will be provided with full paraplanning and administration support to allow you to fully focus on what you do best whilst working for a highly regarded, experienced practice who have invested heavily in technology and are also at the forefront of AI automation to further improve efficiency's.

You must have a strong financial advice background, ideally be level 6 qualified (or on the pathway to achieving) and be highly client focused.

This is genuinely a top tier opportunity for an ambitious and skilled financial advisor who would benefit from a highly profitable client portfolio but who will also look to grow the business too.

Please contact me confidentially for a no obligation discussion or submit your resume/cv/profile and I will contact you.

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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.