IDEX Consulting Ltd
Independent Financial Advisor
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Independent Financial Adviser
Leeds, LS8 | Hybrid Working | £60,000–£90,000 + Uncapped Earnings
An exceptional opportunity for an experienced Financial Adviser to join a growing, independent wealth management business and inherit a client bank of c.£20m FUM from day one.
A highly regarded, independent wealth management business is looking to appoint a Financial Planner to complement its growing team in Leeds (LS8). This is an excellent opportunity for an adviser who wants to develop their career within a growing business, whilst benefiting from an established client base and significant assets under management to work with immediately.
The opportunity
The successful candidate will inherit responsibility for c.£20m of existing client assets, providing an excellent platform from which to establish themselves within the business. The client bank consists predominantly of high-quality private clients, with an average client relationship of approximately £300k FUM.
You will take responsibility for developing and maintaining these long-term relationships, whilst also having the opportunity to grow your own client bank through referrals, networking and new business opportunities generated by the wider business. This is therefore not a cold-start proposition. You will have a substantial portfolio of clients to work with from the outset, allowing you to focus on delivering high-quality financial planning and building long-term relationships.
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Key responsibilities
- Manage and develop a portfolio of existing highly affluent and HNW private clients.
- Provide holistic, independent financial planning and investment advice.
- Conduct regular client reviews and identify changing financial needs.
- Advise across areas including investments, pensions, retirement planning and tax-efficient strategies.
- Build trusted, long-term relationships with clients and their families.
- Identify opportunities to deepen existing client relationships and generate additional assets.
- Develop new client relationships through referrals, networking and business-generated enquiries.
- Work closely with the wider paraplanning and support team to deliver a first-class client experience.
- Keep up to date with regulatory, technical and market developments.
- Contribute to the continued growth and development of the wider business.
About you
We are looking for an established Financial Adviser / Financial Planner who is comfortable managing client relationships and delivering holistic advice. You will ideally have:
- Level 4 Diploma in Regulated Financial Planning as a minimum.
- Experience providing holistic financial planning and investment advice.
- A strong track record of building and maintaining long-term client relationships.
- Excellent communication and interpersonal skills.
- A commercially minded approach, with an appetite to develop existing and new client relationships.
- The confidence to deal with HNW clients and complex financial planning requirements.
- A genuine desire to build a long-term career within an independent wealth management environment.
- Chartered status or a desire to work towards Chartered status would be advantageous, but is not essential.
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What is on offer?
- £60,000–£90,000 basic salary, depending on experience and qualifications.
- Uncapped OTE of c.£70,000–£110,000+
- c.£20m FUM inherited from day one.
- Average client relationship of c.£300k FUM.
- Established client bank with significant opportunity for further growth.
- Genuine opportunity to develop your own client relationships and increase earnings.
- Hybrid working – typically 4 days in the Leeds office / 1 day remotely.
- Excellent support from an established paraplanning and client services team.
- Opportunity to join a growing, independent business with a strong client proposition.
If you are an experienced Financial Adviser or Financial Planner looking for a move where you can inherit a substantial client bank rather than starting from scratch, this could be an excellent opportunity to explore.
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