Financial Planner

2 weeks ago

Kendal, Cumbria, United Kingdom Idex Full time

About our client


Idex is delighted to be working in partnership with this well-established and highly successful investment management and financial advisory practice.


Our client is a privately owned firm offering a full range of active and discretionary investment services alongside a financial planning team offering full independent advice to private individuals and business owners.


This is a unique opportunity for an established Independent Financial Adviser to join a non-PE backed family orientated business supporting common goals with a long-term outlook.


Role description

Following success over multiple generations my client is looking to expand their IFA team and seek an individual to contribute towards their ongoing journey.


Key objectives and highlights
Provide full holistic, client centric independent advice to private individuals / families and business owners.
Fully independent proposition (passive, active or balanced, in-house or 3rd party).
Benefit from in-house business development team for introducer and lead generation.
Gain equity share implemented from the start.
Unrivalled bonus validation of 1x validation against salary and benefits.
Bonus paid at 80% on new and ongoing.
1st year bonus guaranteed based on future years projection.
Quality client proposition and fair charging structure.
Technical paraplanning and administration provided by in-house team.

Suitable candidates
An established Financial Planner/ Adviser with a client following.
Ideal candidate will have upwards of £8million AUM to transfer.

Please contact Graeme Hyland on for more details.

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.

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