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Financial Advisor

IDEX Consulting Ltd
Posted a month ago, valid for 23 days
Location

Bristol, City of Bristol BS6 5EX

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

SonicJobs' Terms & Conditions and Privacy Policy also apply.

Sonic Summary

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  • This opportunity is for a Financial Adviser with experience in generating new business, offering a chance to join a reputable practice.
  • The role provides a steady stream of existing clients, full administrative support, and high-quality referral opportunities.
  • Candidates must have proven experience in high-net-worth advising and be confident across a range of financial planning products.
  • The position is ideal for proactive team players who can contribute to the firm's growth and reputation, and requires a reasonable commute to Hertfordshire.
  • The salary is competitive, and the role offers significant earning potential for those looking to expand their network and client base.

The OpportunityAre you a Financial Adviser with experience in generating new business, seeking increased earning potential?This is a superb chance to join a well-established, reputable practice where you will benefit from:

  • A steady stream of loyal, existing clients inherited through a gradual transition.
  • Full administrative and paraplanning support so you can focus on client relationships and business development.
  • A wealth of high-quality referral opportunities from professional connections, marketing, and networking channels.

Requirements:

  • Have proven experience advising in the high-net-worth space.
  • Be confident advising across the full spectrum of financial planning products.
  • Be a proactive team player who contributes to the firm's growth and reputation.
  • Live within a reasonable commute of Hertfordshire and enjoy the benefits of a hybrid role.

Why This Role Stands Out

  • Strong existing client base ready to be nurtured and grown.
  • Top-tier support from experienced admin and paraplanning teams.
  • The autonomy to develop your network and increase earnings significantly.
  • A collaborative, professional environment focused on client excellence.

If you'd like to have a confidential conversation about this opportunity, please get in touch. Alternatively, submit your CV and we'll arrange a time to speak. -

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

SonicJobs' Terms & Conditions and Privacy Policy also apply.