Job description
Why this opportunity stands out
Join a forward-thinking, whole-of-market wealth management house driving growth through a unique partnership approach. You'll benefit from:
- Rapid growth and scale, with a proven track record of consistently exceeding 20% year-on-year growth and managing billions in client assets
- Access to a cloud-based, centralised platform that simplifies compliance, operational efficiency and client service delivery
- A partnership framework that shields you from regulatory and compliance burdens, as the entity acts as the regulated body, handling FCA reporting and professional indemnity insurance
- A profit-share model, including uncapped upside, allowing successful Advisers to amplify their earnings significantly over time
- Recognition as a #1-rated wealth management firm by clients, with thousands of satisfied customers
What the role involves
As a Self-Employed Adviser, you're in the driver's seat, managing your business with support:
- Provide comprehensive, independent financial planning across a full suite of services (investments, pensions, protection, etc.)
- Build and manage your own client base, delivering tailored, high-quality advice and fostering long-term relationships
- Collaborate with central teams for technology, compliance and administrative support, enabling you to focus on what matters most: your clients
- Maintain and enhance your professional capabilities, with support for continuous development and progression toward Chartered status through a dedicated academy offering training, mentorship and study support
We're looking for Advisers who…
- Hold a level 4 Diploma in Financial Planning (or equivalent), with a commitment to achieving advanced or Chartered status
- Have demonstrable experience in comprehensive financial advice, whether as a self-employed or employed Adviser
- Can navigate the UK regulatory framework with confidence and deliver advice that's both compliant and client-focused
- Are entrepreneurial, client-first and excited about growing a sustainable advisory business with a strong, scalable support structure
What's in it for you
- Retain full control of your business, with access to powerful shared infrastructure and a high-growth environment
- Benefit from training and qualification support via a renowned academy built for Adviser development
- Be part of a professional, collaborative culture with respect, equality and personal empowerment at its core
- Enjoy a flexible working setup, centered around the Midlands, but fully remote wherever you are
Want to take the next step? This is your chance to grow as a Self-Employed Adviser within a framework designed for success, all while delivering tailor-made financial solutions without the constraints of outdated models.
Apply to find out more!
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
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.
