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Independent Financial Advisor

3 months ago

Sheffield, United Kingdom Idex Full time

My client, an exciting business established in 2023 is looking for an additional Independent Financial Advisor to join their team.

With an existing team of Advisors based across the UK, the business has meaningful and strong growth plans across 2024 and beyond.

With this in mind, they are looking for an experienced Advisor who enjoys remote working and can demonstrate the ability to network and grow their client book.

Responsibilities include:

  • Provide comprehensive financial advice to clients, considering their personal circumstances and financial objectives
  • Develop and maintain long-term relationships with clients, providing ongoing advice and support
  • Identify new business opportunities and develop strategies to grow the client base and overall business
  • Ensure compliance with all relevant regulations and guidelines
  • Collaborate with other professionals, such as Lawyers and Accountants, to provide a comprehensive service to clients
  • Maintain accurate records of client interactions and transactions


You will be able to demonstrate and have a track record of strong performances and achieving targets, along with the relevant qualifications (diploma qualified, ideally Chartered).

In return, the business offers a competitive salary and bonus scheme, along with the opportunity to become a stakeholder.

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.