Are you an experienced Financial Advisor looking for a role where you will benefit from inheriting a steady stream of established clients?

Do you have the skills and ability to also grow a book of clients from referrals, professional connections, marketing and networking?

Finally are you based in the Hertfordshire area and interested in a hybrid office/home position?

I have a superb opportunity to join an established practice, with full admin and paraplanning support, to facilitate a gradual transition of clients from the practice principal. This will provide you with a very strong existing base to develop your client bank from and a lot of high calibre referral opportunities.

You will be used to dealing with clients in the high net worth space, be a strong team player who will contribute to the growth and success of the practice, and be able to advise across the full advice product range.

This is a top drawer position and a wonderful opportunity for the person who secures it.

I would be happy to speak to you confidentially about this opportunity or please submit your CV and we can arrange a time to speak.

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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.