Job description
I'm partnering with a leading, award-winning Chartered Financial Planning firm that's launching its first-ever desk-based adviser role - a unique opportunity to deliver exceptional financial advice to an established portfolio of loyal clients.
Following a major client segmentation project, the business has identified a significant client base ideal for this service model - offering you the chance to step straight into a ready-made book of over 300 clients.
The Role
This position is not new business driven. Your focus will be on building long-term relationships, delivering high-quality ongoing advice, and providing outstanding client care - all supported by a cutting-edge tech platform and dedicated administrative support.
Key support includes:
A dedicated administrator handling client and workflow management
A sophisticated automated system managing annual reviews, suitability reports, and bookings
This streamlined setup allows you to focus your time where it matters most - advising and engaging with clients
Career Progression
This role offers a clear route for advancement, with genuine scope to become:
Head of Desk-Based Advice, leading your own advisory team
Achieve a six-figure earning potential as the department grows
You'll receive direct mentorship from senior leadership and ongoing professional development to help you reach your career goals.
What's on Offer
Up to £65,000 basic salary
Generous performance-related bonus
Fully remote working with complete IT setup
28 days annual leave + bank holidays
The opportunity to shape a brand-new advisory model within a respected, forward-thinking firm
What We're Looking For
Level 4 Diploma-qualified Financial Adviser (minimum)
Experience advising high-net-worth or mass-affluent clients
A client-first mindset with strong communication and relationship skills
Apply in confidence or reach out directly to
Samantha Durbridge - samantha.durbridge@idexconsulting.com
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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.
