Independent Financial Adviser

IDEX Consulting have been engaged on behalf or a leading National Wealth Management brand to lead the search for an experienced Independent Financial Adviser to join their team, covering the East Anglia region.


Throughout 2020 our client has continued to grow rapidly both organically and via acquisition. Over 20,000 clients now trust this organisation to provide honest, customer-centric advice solutions, across their individual and corporate propositions.


Due to retirement, the business are keen to appoint a well-tenured and technically proficient Financial Adviser, to provide whole-of-market advice to an existing portfolio of clients across East Anglia. You would be responsible for meeting with your clients to review their objectives and provide honest, transparent and best-fit advice to these clients, whilst working with the business development team to meet with new prospects and grow the opportunity to advice on new business.


This opportunity would be best suited to an individual searching for a business who truly nurture and invest in training and development, who's perhaps frustrated with the lack of support and opportunity for growth in their career. You will be diploma qualified as a minimum and have experience of holding CAS status and a current Statement of Professional Standing.

What we're searching for:

• History of providing independent financial advice with individuals across pensions, investments and protection
• Diploma level 4 qualified as a minimum
• Controlled Functions and Current Statement of Professional Standing
• Comfortable working cross functionally and collaboratively with operational teams to drive proficiency
• Track record in retaining and growing portfolios of business within financial services
• Able and willing to travel regionally to clients across the East Anglia regions

On offer is an a starting salary of up to £50,000 alongside a commission and bonus package which is remunerated on performance against portfolio management and growth objectives.


Full support provided, with a well-resourced administration and paraplanning team.


Apply in confidence or contact James Salmon at IDEX Consulting for additional information.

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