Senior Financial Advisor

6 days ago


Crawley, West Sussex, United Kingdom IDEX Consulting Ltd Full time

A highly regarded financial services firm in the UK are looking to add an experienced, chartered financial advisor to their existing high-performing team. This is a superb opportunity for the following reasons:

  • Client portfolio to inherit on day one
  • High earning potential
  • Flexible working arrangements
  • Full support with paraplanning, administration, and compliance
  • A broad range of financial advice dealing with a core high-net-worth client base
  • Ambitious growth plans that will present various career development opportunities
  • A company that truly embraces technology to improve the client experience and efficiency

What we are looking for:

  • An experienced, chartered financial advisor (or very close to) that can demonstrate long-term success in the role
  • Someone who can demonstrate success in new business development and client generation
  • Proven history of developing a professional network with referrals from accountants, solicitors, and other financial professionals
  • Ethical, consultative, and looking for a long-term position where you can make a real difference to this organisation

This is a superb opportunity for a senior financial advisor based in the UK with back-office support, top-level salary, superb bonus, and overall earning potential, and flexible working arrangements.

Our Company Culture

At IDEX Consulting Ltd, we strive for an inclusive 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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