Financial Adviser

Are you an experienced Financial Planner looking for the next step in your career? This is an exciting opportunity to join a well-established national advice business with a strong regional presence, a fantastic culture, and a highly supportive environment at all levels.

We are looking for a skilled Financial Planner to join the team, with the flexibility to work remotely but ideally based in the Midlands, with the ability to travel regularly to meet clients.

• Established Client Book - Each adviser will inherit a substantial portfolio of approximately £30-£35m AuM
• Strong Lead Flow & Business Growth - Benefit from a high-quality lead source
• Realistic 6-Figure Earnings - Competitive basic salary of up to £75,000 (dependent on experience), plus a strong bonus structure with realistic first-year earnings exceeding six figures.
• Comprehensive Support - Dedicated Paraplanning and Administration support, both locally and remotely, allowing you to focus on client relationships and financial planning.
• Long-Term Growth Potential - A fantastic opportunity to develop within the region and grow your client base with full business support.

• Minimum 4 years' experience as a Financial Planner
• CAS status
• Level 4 Diploma in Financial Planning (DipPFS) or equivalent FCA-recognised qualifications

• 28 days holiday, plus bank holidays
• Flexible hybrid working
• Early Friday finish
• 5% matched pension contributions
• And much more!

If you're an ambitious and client-focused Financial Planner looking for a fantastic opportunity with long-term career growth, this could be the perfect role for you.

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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.