Independent Financial Adviser

3 weeks ago


Leicester, United Kingdom IDEX Consulting Ltd Full time

Are you an experienced Financial Adviser looking for a self-employed partnership opportunity with a strong client base and full support infrastructure? We are recruiting two self-employed Financial Advisers to join our expanding Midlands team.About UsWe are a directly authorised wealth management firm supporting over 20 self-employed advisers nationwide. Our head office provides centralised administration, paraplanning, and compliance support. Advisers benefit from a proven lead generation model through the teaching sector and a growing referral network, while the business is actively expanding into wider markets with a dedicated Business Development Manager. The Role Manage an established client bank with approximately £17 million in assets under management.Provide holistic, whole-of-market financial advice including pensions, investments, protection, and tax planning.Build new business through a mix of company-generated leads, referrals, and self-sourced clients.Collaborate with a dedicated central team of paraplanners and administrators, allowing you to focus on client relationships and advice delivery.Enjoy flexible working arrangements, with hybrid options and autonomy over your schedule in the Midlands. Financial Package & Benefits Recurring income starting at around £51,000.Generous new business splits...



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