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A leading UK-based wealth management firm is seeking an experienced and client-focused Independent Financial Adviser to join their team in Leamington Spa. This role can be structured on either a self-employed or employed basis, offering the flexibility to work from home while also providing access to regional office locations when required.As an adviser, you'll work closely with clients to understand their current financial position and long-term goals, creating tailored strategies to help them achieve financial independence. This is a fantastic opportunity to become part of a progressive, planning-led organisation that places clients at the centre of everything it does.Key Responsibilities:
- Deliver tailored advice by following a six-stage advice process that ensures long-term, high-quality client outcomes
- Conduct in-depth financial reviews and formulate personalised financial planning reports
- Maintain ongoing relationships with clients, adapting plans as their needs and legislation evolve
- Develop new business through referrals, networking, and internal lead generation programmes
- Proactively use marketing and social platforms to build your presence and attract new clients
- Meet clients in person or via digital platforms, depending on client preference and need
- Provide accurate management information and maintain professional compliance standards
What We're Looking For:
- Diploma in Regulated Financial Planning (or equivalent), with current CF30 status
- Strong client-centric focus with excellent interpersonal and communication skills
- Ability to build rapport with a diverse client base, from professionals to business owners
- Proficient in using digital tools to enhance client engagement and service delivery
- Track record of building a client bank through business development and relationship management
What's on Offer:
- Competitive earnings structure and support to grow your client base
- Comprehensive in-house support across administration, paraplanning, and compliance
- Access to a proprietary advice platform and efficient technology systems (e.g., XPlan)
- Ongoing CPD and a strong culture of professional development
- Marketing and business development support
- Exit support through an established Practice Buy Out programme
With over 30 years of heritage and a network of more than 200 accredited advisers nationwide, this firm offers a stable and supportive environment for financial professionals to thrive.If you're ready to take the next step in your advisory career within a client-focused, forward-thinking firm, apply today to explore this exciting opportunity.
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.
