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IDEX Consulting Ltd Logo IDEX Consulting Ltd · Finance

Independent Financial Adviser

United Kingdom, Leicester 51000.00 GBP / Year · Job Posted March 20, 2026
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Job Description

Are you an experienced Financial Adviser looking for a self-employed partnership opportunity with a strong client base and full support infrastructure? We are recruiting two self-employed Financial Advisers to join our expanding Midlands team.

Job Responsibility

  • Manage an established client bank with approximately £18 million in assets under management
  • Provide holistic, whole-of-market financial advice including pensions, investments, protection, and tax planning
  • Build new business through a mix of company-generated leads, referrals, and self-sourced clients
  • Collaborate with a dedicated central team of paraplanners and administrators, allowing you to focus on client relationships and advice delivery

Requirements

  • Level 4 qualified Financial Advisers with a track record of delivering independent, holistic advice
  • Chartered or working towards Chartered status is highly desirable
  • Experienced advisers with strong client-facing skills and the ability to grow their business
  • Ambitious, entrepreneurial professionals looking for autonomy alongside robust central support

Nice to have

Chartered or working towards Chartered status

What we offer

  • Generous new business splits
  • Year one: all support costs covered
  • from year two, advisors contribute approximately £1,000 per month for FCA, PI, and license fees
  • Full access to paraplanning and admin support from the head office (12 paraplanners / 12 administrators)
  • Clear path to Chartered status with dedicated development and mentoring support
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