Idex have partnered with a local advice business to support a succession plan of an IFA director planning to exit due to retirement.
This well regarded independent advice firm has built a loyal client base over 3 decades by providing quality financial planning and offering exceptional client service.
A Director IFA is looking to step away from advice and transfer their book to the newly appointed adviser who will service and develop existing clients and continue promote the excellent reputation of the firm.
Interested candidates must currently be working as regulated Financial Adviser and qualified to at least Level 4 Diploma.
It is important to offer a client centric approach.
Located or within reach of South Birmingham, Stourbridge, Dudley areas.
Book of clients projected value between £25-30 million.
If this opportunity sounds of interest then please apply or contact Keith Enright for a confidential discussion.
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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.