Financial Advisor

The Opportunity

An established, chartered financial planning practice is looking to recruit an experienced Financial Adviser to join its growing team. This is an excellent opportunity for an Adviser who can hit the ground running, whether bringing an existing client bank or looking to develop within an established business. The successful candidate will benefit from an existing portfolio of legacy clients, a dedicated support team and access to an in-house investment team and established investment proposition.

The Role

• Provide high-quality financial planning and advice to retail clients
• Ideally, support both individual financial planning and employee benefits clients
• Manage and develop client relationships, delivering excellent service and long-term value
• Work closely with dedicated Administrators, Client Account Managers and Paraplanners
• Contribute to business growth through new business generation and fee income
• Work towards achieving agreed KPIs and business objectives
• Maintain the highest standards of regulatory compliance and professional development

About You

• Minimum level 4 Diploma in Financial Planning.
• Currently working towards Chartered status, or committed to progressing towards it
• Experienced in delivering financial advice and managing client relationships
• Ideally experienced in both retail financial planning and employee benefits
• Commercially minded, with the ability to generate new business and develop existing relationships
• Able to work independently while collaborating effectively with a wider support team

Salary & Bonus

• Basic salary: £55,000-£65,000, negotiable depending on experience and qualifications
• Performance-related bonus: linked to new business fee income and the achievement of agreed KPIs

The new business bonus structure is based on fees generated and paid during the relevant period:

• Up to 1.5 times basic salary in new business fees: no bonus
• Between 1.5 and 2 times basic salary: 15% bonus
• Above 2 times basic salary: 30% bonus

A trail income bonus is also available at the same percentage achieved for new business fee income once the new business target has been met. This is not paid in addition to the new business bonus.

Bonus awards are performance-based, assessed annually against weighted KPIs and subject to eligibility criteria and governance review.

Investment Proposition

The practice has an in-house investment team and a centralised investment proposition, including:

• Five whole-of-market portfolios
• Five ethical portfolios
• Passive investment strategies

This provides Advisers with established investment solutions to support their client recommendations.

Benefits

• Matched pension contributions up to 5%
• Group income protection covering 75% of salary after 13 weeks
• Death-in-service benefit of four times basic salary
• 20 days' annual leave plus bank holidays, increasing to 23 days over three years
• Birthday off
• Three additional days off between Christmas and New Year
• Early finish at 4pm on Fridays, with one hour made up across Monday to Thursday
• Hybrid working following probation: typically one day working from home per week, increasing to two days for employees living 30 miles or more from the office, subject to agreement
• Three-month probation period
• Paid CII membership and examination materials
• One study day and one exam day off

Culture & Environment

The business promotes a supportive and collaborative working environment, with dedicated administrative and paraplanning support to enable Advisers to focus on client relationships and financial planning.

The company also organises regular team events, including a summer BBQ and a Christmas event and supports charitable fundraising and community sponsorship initiatives.

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.