Job description
A well-established and growing wealth management firm is looking to appoint an experienced Financial Adviser to join its South West team, reporting directly to the Head of Wealth Management.
This is a fantastic opportunity for a Level 4 qualified Adviser who enjoys delivering truly holistic financial planning and wants to be part of a collaborative, forward-thinking business.
The Role
You'll provide comprehensive advice across:
- Investments
- Pensions
- Estate & tax planning
- Protection
- (Mortgages & equity release where appropriate)
You'll manage existing client relationships, conduct annual reviews, identify new opportunities, and contribute to new business growth - including opportunities arising from acquisitions.
You'll be supported by Paraplanners, administrators, compliance and investment specialists, allowing you to focus on high-quality advice and client outcomes.
What They're Looking For
- Level 4 Diploma (ideally working towards Chartered)
- CAS + current SPS
- Strong experience delivering holistic advice
- Comfortable using cash-flow modelling tools
- Commercially minded with a proactive approach to business development
- Excellent communicator with strong report-writing skills
The Opportunity
- Established client base and growth plan
- Centralised investment proposition
- Strong internal support
- Collaborative culture
- Clear performance metrics and progression potential
If you're an ambitious, client-centric Adviser who wants to combine quality advice with genuine growth opportunity in the South West, I'd love to have a confidential conversation.
Message me directly or email to find out more - Samantha.durbridge@idexconsulting.com
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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.
