IDEX Consulting Ltd
Financial Advisor
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Financial Adviser (Mid-Senior) | Berkshire | £70,000-£80,000 + Bonus
Predominately Remote but must live relatively local to Berkshire
A highly regarded boutique independent financial planning firm in Berkshire is looking to appoint two experienced Financial Advisers as part of an exciting period of growth following a recent acquisition.
This is a fantastic opportunity to inherit an established, high-quality client portfolio, allowing you to focus on delivering exceptional financial planning rather than business development. You'll join a collaborative and client-centric business that places long-term relationships at the heart of everything it does.
The Opportunity
The firm is recruiting two experienced Financial Advisers, each taking responsibility for an existing client portfolio of approximately £30m-£50m AUM. Clients are predominantly HNW individuals, with an average portfolio size of around £700,000, making this an ideal opportunity for advisers who enjoy delivering holistic financial planning to affluent clients.
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The role offers a high degree of flexibility, with a predominantly remote working model, although candidates should be based locally to Berkshire to attend the odd client meetings when required.
You'll work closely alongside the firm's existing directors throughout a structured transition period, ensuring a smooth handover of client relationships, while benefiting from dedicated administrative support and paraplanning.
What's on Offer
- Basic salary of £70,000-£80,000
- Performance-related bonus
- Inherited client bank of £30m-£50m AUM
- Predominantly remote working
- Strong administrative and paraplanning support
- Opportunity to join a growing independent business with exciting long-term ambitions
- Future equity opportunities may be available for individuals who make a significant commercial contribution to the firm's continued growth
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About You
We're keen to speak with advisers who:
- Hold the Level 4 Diploma in Financial Planning
- Have experience advising HNW clients
- Enjoy building long-term client relationships
- Are based in, or within reasonable reach of, Berkshire
- Are looking to join a boutique independent firm where quality advice and client service come first
If you're looking for the opportunity to inherit an established client portfolio within a growing independent financial planning business, we'd be delighted to have a confidential conversation. Please contact Samantha.durbridge@idexconsulting.com
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