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Financial Adviser - Black Country clients

Job description

Independent Financial Adviser West Midlands and Black Country clients to inherit due to upcoming retirement Support team based in West Midlands Diploma qualified. Chartered qualification beneficial but not essential An opportunity has arisen with a growing business that already has an established name across the UK. Largely through acquisition, the business has Advisory presence across the UK and is on course to continue expansion through 2024 and beyond. Due to an upcoming retirement of a long-serving Advisor, the business is now looking for a Financial Advisor to join with the intention of inheriting much of retiree's clients who are spread across Black Country and West Midlands. With a strong Paraplanning and wider office support team, you will benefit from a local and experienced support to focus on building relationships and providing advice to your clients. What's in it for you?

  • 28 days holiday, plus bank holidays plus birthday
  • Flexible home or office working
  • Income protection
  • Flexible benefits with discounts and cash-back plus 24-hour access to a GP
  • 4x salary death in service
  • Access to the leading training and development academy
  • Competitive bonus scheme

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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.