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Independent Financial Adviser

Job description

Idex Consulting have partnered with a high-growth national financial advice business who have recently acquired a local firm in the Worcestershire area with plans for continued success in the region.

They now wish to hire a Financial Planner who wishes to lead and develop a local branch or an adviser who might benefit from a quality book of clients where all initial and ongoing fees are rewarded.

This opportunity can suit Financial Advisers and Planners from a variety of backgrounds with a salary ranging from £45,000 to £100,000+, a very good bonus structure, full range of benefits and options for equity.

Full back office and paraplanning support is provided.

Essential requirements for this opportunity;

Being a qualified client centric Financial Adviser / Planning with a minimum of level 4.
A good understanding of financial and wealth planning solutions
Located or within easy reach of the Worcestershire area.
A desire for a successful long-term career opportunity with a highly regarded brand.

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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.