Established Client Book Acquisition Position

2 weeks ago


London, Greater London, United Kingdom IDEX Consulting Full time
Unlock Long-Term Success with IDEX Consulting's Financial Adviser Role

We are seeking a skilled Financial Advisor/Trainee Financial Advisor to join our expert team in Central London. This is a unique chance for a newly qualified advisor to secure a long-term career path with a reputable practice.

The chosen candidate will benefit from acquiring a significant client book from a retiring advisor, guaranteeing a stable income and opportunities for advancement. Our hybrid working model provides the perfect balance between work and personal life.

We provide extensive support to our advisors, including comprehensive paraplanning and administrative assistance. This enables them to focus on delivering exceptional advice, minimizing paperwork and administrative tasks.

Our whole-of-market approach ensures we cater to a broad range of clients, utilizing advanced technology to simplify the advice process and improve client experiences.

IDEX Consulting boasts over 40 years of experience, numerous industry awards, and a strong commitment to client-focused, ethical, and career-building practices. If you're eager to launch or advance your financial advisory career, we invite you to apply for this exciting opportunity.

Key Highlights:

  • Central London office with hybrid working options
  • Inherited client book from day one
  • Extensive paraplanning and administrative support
  • Whole-of-market advice approach
  • Advanced technology for streamlined advice processes
  • Established reputation with multiple industry awards

Estimated Salary: £55,000 - £70,000 per annum, dependent on experience and qualifications.



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