CrawlJobs Logo

Independent Financial Adviser

idexconsulting.com Logo

IDEX Consulting Ltd

Location Icon

Location:
United Kingdom , Leicester

Category Icon
Category:
Finance

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

51000.00 GBP / Year
Save Job
Save Icon
Apply Position

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

Additional Information:

Job Posted:
March 20, 2026

Expiration:
June 25, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Icon
IDEX Consulting Ltd - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Independent Financial Adviser

New

Independent Financial Adviser

My client is currently looking for an experienced or Trainee Financial Adviser t...
Location
Location
United Kingdom , Penrith
Salary
Salary:
50000.00 - 70000.00 GBP / Year
idexconsulting.com Logo
IDEX Consulting Ltd
Expiration Date
July 30, 2026
Flip Icon
Requirements
Requirements
  • A willingness to cross-network with internal and external connections, with an ability to start conversations, unearth problems and provide simple solutions
  • A history of delivering quality, fee based advice or experience of working as a Paraplanner looking to take the next step
  • Diploma level 4 qualified as a minimum but with an interest of being supported to achieving Chartered status
  • Able and willing to travel regionally to accommodate client facing appointments
Job Responsibility
Job Responsibility
  • Take over a high quality book of existing clients across the region, but with a focus on growing new client advice through internally networking with a supportive and well-established accountancy practice in the region to cross-link business owners and entrepreneurs to holistic and independent financial advice
  • As a Trainee Financial Adviser you will be fully supported and shadow an experienced Adviser until ready to take on a portfolio of clients
  • You will be supported with an established and growing business development, marketing and operations function, leaving you to leverage your expertise in a client-facing capacity, advising clients across the region
What we offer
What we offer
  • Competitive starting salary, bonus structure and package
  • Flexible working, with structured career and professional development initiatives
  • Fulltime
Read More
Arrow Right

Independent Financial Adviser (Self-Employed)

Our client is an established financial services network offering a whole-of-mark...
Location
Location
United Kingdom
Salary
Salary:
Not provided
placingfaces.co.uk Logo
Placing Faces
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Competent Adviser Status (CAS)
  • Level 4 Diploma in Financial Planning
  • Proven experience in financial services
  • Existing client bank or strong business plan for self-generation
  • Self-motivated with the ability to work independently
Job Responsibility
Job Responsibility
  • Provide holistic, whole-of-market financial advice to clients
  • Build and manage your own client bank
  • Generate new business through self-sourcing or referrals
  • Maintain compliance with regulatory standards
  • Manage client relationships and ongoing servicing
  • Option to advise on mortgage business if desired
What we offer
What we offer
  • Fully remote, flexible working with no set hours or targets
  • Non-target-driven environment with minimal oversight
  • Full compliance, PI cover, and regulatory support provided
  • Freedom to choose your own systems and platforms
  • Access to relationship manager for business growth support
  • No cost for back-office system
  • Fulltime
Read More
Arrow Right

Trainee Financial Adviser

As a Trainee Adviser, you would be working as part of a productive, high perform...
Location
Location
United Kingdom , Leeds
Salary
Salary:
Not provided
theprivateoffice.com Logo
The Private Office
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Experience within Private Independent Wealth Management
  • Exposure to client meetings where you can demonstrate that you have actively engaged with the client in the meetings
  • Technical ability to understand the different types of advice offered in the TPO proposition
  • As a planning led firm, exposure to cash flow would be beneficial (preferably Voyant)
  • Ambitious and goal-orientated
  • An adaptable and flexible approach to work within a changing environment
  • Experience of working unsupervised with a high level of self-motivation
  • Excellent interpersonal and communication skills
  • A high standard of personal organisational and time management skills
  • Ability to take control and drive your own development and study time
Job Responsibility
Job Responsibility
  • Prepare background notes on clients in preparation for meetings
  • Prepare meeting presentation power point slides
  • Engage clients with TPO Wealth, liaising with TPO Wealth support
  • Updating client information, in particular, updating asset and income schedules
  • Other background work requested by Advisers
  • Attending meetings and taking notes inline with TPO best practice
  • Preparing follow up communication/agreed actions for clients
  • Submitting handovers to our administrative team and following the client journey in line with best practice
  • Submitting briefing notes
  • Producing CAP and SA letters on behalf of authorised Advisers
What we offer
What we offer
  • Company discretionary bonus scheme
  • Full time hours
  • 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period
  • Company Pension scheme
  • Private Healthcare
  • Group Income Protection
  • Life Assurance
  • Eye Care Scheme
  • Wellbeing programme
  • Bike to Work Scheme
  • Fulltime
Read More
Arrow Right

Advising and Retention Specialist

The Advising and Retention Specialist role is responsible for promoting student ...
Location
Location
United States , Lisle
Salary
Salary:
18.70 - 24.52 USD / Hour
adtalem.com Logo
Adtalem Global Education
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's Degree Required
  • 2+ years of experience in customer service, academic advising, financial aid advising, higher education or related experience Preferred
  • Outstanding customer service skills
  • Ability to work a variety of office hours including evenings and weekends
  • Demonstrates a high level of interpersonal, problem-solving, and communication skills, with superior written and verbal abilities
  • Ability to work independently and make sound decisions with minimal supervision and direction
  • Must be a self-starter with the ability to prioritize effectively
  • Exposure to software and tools (Microsoft Word, Excel, Power BI, PowerPoint, Copilot)
  • Experience with Student Information Systems a plus
  • Eligible to obtain and maintain systems access to the NSLDS system (must not be in default of Title IV Federal aid)
Job Responsibility
Job Responsibility
  • Assist students with appropriate course registration and ensure students understand degree and practicum application requirements
  • Advocates for students’ academic, financial, and healthcare compliance advising needs to support successful enrollment, engagement, and completion of educational goals
  • Partner with the Student Support Liaison to provide coordinated support for students
  • Advise students on university policies and procedures, self-service tools, program requirements, and related academic, financial aid, and healthcare compliance/practicum matters
  • Provides financial advising throughout the student lifecycle
  • Utilize appropriate systems and student data to confirm and track accurate enrollment, persistence, and graduation information
  • Maintain a thorough understanding of all Title IV and academic programs, policies and procedures including institutional policies, federal, and state regulations
  • Assist and engage students through a variety of communication
  • Identify opportunities and implement process and technology solutions that enhance the student retention journey
  • Collaborates with other departments and functional areas to deliver an optimal student experience
What we offer
What we offer
  • Health, dental, vision, life and disability insurance
  • 401k Retirement Program + 6% employer match
  • 15 Days of Paid Vacation Days each Calendar Year
  • 12 Paid Holidays + 2 floating holidays
  • Fulltime
Read More
Arrow Right

Advising and Retention Specialist

The Advising and Retention Specialist role is responsible for promoting student ...
Location
Location
United States , Phoenix
Salary
Salary:
18.70 - 24.52 USD / Hour
adtalem.com Logo
Adtalem Global Education
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's Degree Required
  • 2+ years of experience in customer service, academic advising, financial aid advising, higher education or related experience Preferred
  • Outstanding customer service skills
  • Ability to work a variety of office hours including evenings and weekends
  • Demonstrates a high level of interpersonal, problem-solving, and communication skills, with superior written and verbal abilities
  • Ability to work independently and make sound decisions with minimal supervision and direction
  • Must be a self-starter with the ability to prioritize effectively
  • Exposure to software and tools (Microsoft Word, Excel, Power BI, PowerPoint, Copilot)
  • Experience with Student Information Systems a plus
  • Eligible to obtain and maintain systems access to the NSLDS system (must not be in default of Title IV Federal aid)
Job Responsibility
Job Responsibility
  • Assist students with appropriate course registration and ensure students understand degree and practicum application requirements
  • Advocates for students’ academic, financial, and healthcare compliance advising needs to support successful enrollment, engagement, and completion of educational goals
  • Partner with the Student Support Liaison to provide coordinated support for students
  • Advise students on university policies and procedures, self-service tools, program requirements, and related academic, financial aid, and healthcare compliance/practicum matters
  • Provides financial advising throughout the student lifecycle
  • Utilize appropriate systems and student data to confirm and track accurate enrollment, persistence, and graduation information
  • Maintain a thorough understanding of all Title IV and academic programs, policies and procedures
  • Assist and engage students through a variety of communication
  • Identify opportunities and implement process and technology solutions that enhance the student retention journey
  • Collaborates with other departments and functional areas to deliver an optimal student experience
What we offer
What we offer
  • Health, dental, vision, life and disability insurance
  • 401k Retirement Program + 6% employer match
  • 15 Days of Paid Vacation Days each Calendar Year
  • 12 Paid Holidays + 2 floating holidays
  • Fulltime
Read More
Arrow Right

Advising and Retention Specialist

The Advising and Retention Specialist role is responsible for promoting student ...
Location
Location
United States , Vienna
Salary
Salary:
18.70 - 24.52 USD / Hour
adtalem.com Logo
Adtalem Global Education
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's Degree Required
  • 2+ years of experience in customer service, academic advising, financial aid advising, higher education or related experience Preferred
  • Outstanding customer service skills
  • Ability to work a variety of office hours including evenings and weekends
  • Demonstrates a high level of interpersonal, problem-solving, and communication skills, with superior written and verbal abilities
  • Ability to work independently and make sound decisions with minimal supervision and direction
  • Must be a self-starter with the ability to prioritize effectively
  • Exposure to software and tools (Microsoft Word, Excel, Power BI, PowerPoint, Copilot)
  • Experience with Student Information Systems a plus
  • Eligible to obtain and maintain systems access to the NSLDS system (must not be in default of Title IV Federal aid)
Job Responsibility
Job Responsibility
  • Assist students with appropriate course registration and ensure students understand degree and practicum application requirements
  • Advocates for students’ academic, financial, and healthcare compliance advising needs to support successful enrollment, engagement, and completion of educational goals
  • Partner with the Student Support Liaison to provide coordinated support for students
  • Advise students on university policies and procedures, self-service tools, program requirements, and related academic, financial aid, and healthcare compliance/practicum matters
  • Provides financial advising throughout the student lifecycle
  • Utilize appropriate systems and student data to confirm and track accurate enrollment, persistence, and graduation information
  • Maintain a thorough understanding of all Title IV and academic programs, policies and procedures including institutional policies, federal, and state regulations
  • Assist and engage students through a variety of communication
  • Identify opportunities and implement process and technology solutions that enhance the student retention journey
  • Collaborates with other departments and functional areas to deliver an optimal student experience
What we offer
What we offer
  • Health, dental, vision, life and disability insurance
  • 401k Retirement Program + 6% employer match
  • 15 Days of Paid Vacation Days each Calendar Year
  • 12 Paid Holidays + 2 floating holidays
  • Fulltime
Read More
Arrow Right

Independent Financial Adviser

Knowledgeable, trustworthy and proactive. Chase de Vere Financial Advisers liste...
Location
Location
Salary
Salary:
Not provided
chasedevere.co.uk Logo
Chase de Vere
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Level 4 Diploma in Regulated Financial Planning
  • Networking, presentation and business development skills
  • Self-motivated, engaging, compassionate and client focused
  • Passion and drive to succeed
Job Responsibility
Job Responsibility
  • Working closely with our experienced team to develop and enhance your skills within financial advice
  • Providing holistic financial advice to prospective and existing clients
  • Compiling accurate investment reports that reflect client requirements and meet our internal business standards
  • Undertaking regular fact-finding, presentations and service review meetings with clients
  • Striving to recognise and develop new business opportunities
  • Following up on all enquiries to further enhance your business prospects
  • Generating a pipeline of business in order to meet your business plan
What we offer
What we offer
  • Contributory pension
  • 25 days holiday (increasing to 30 with length of service), plus bank holidays
  • Life Assurance
  • Comprehensive induction and training programme
  • Fully funded exams and paid study leave
  • A wide range of voluntary flexible benefits to suit your individual needs
  • The option to buy additional holiday days
  • Cycle to work scheme
  • Our Employee Forum and Diversity and Inclusion groups
  • A business-wide annual event in support of our company charities
Read More
Arrow Right

Paraplanner

Chase de Vere paraplanners work closely with our financial advisers and client s...
Location
Location
Salary
Salary:
Not provided
chasedevere.co.uk Logo
Chase de Vere
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Secured a number of financial planning (R0) qualifications
  • Striving to complete Diploma in Regulated Financial Planning
  • Minimum 2 years experience as a paraplanner
  • Ability to work independently
  • Keen eye for detail
  • Passion to provide best independent financial research and advice
  • Teamwork and collaboration skills
  • Ability to work in a fast-paced environment whilst maintaining excellent attention to detail
Job Responsibility
Job Responsibility
  • Researching, analysing market trends and report writing
  • Working closely with financial advisers and client support teams to deliver advice and provide ongoing services
  • Preparing recommendations
  • Reviewing clients’ finances on an annual basis
  • Assessing exposure to risk
  • Updating financial strategy to reflect changing circumstances
  • Conducting research on clients’ financial planning arrangements
  • Undertaking investment portfolio analysis, including asset allocation analysis
  • Compiling investment, pension and protection illustrations, projections and associated documentation
  • Writing technical and accurate suitability reports and client service agreement letters
What we offer
What we offer
  • Opportunity to earn an annual bonus
  • 25 days holiday, plus bank holidays
  • A day off for your birthday
  • Life assurance – 4 x salary
  • Comprehensive induction and training programme
  • Funded exams and paid study leave
  • A wide range of voluntary flexible benefits to suit your individual needs
  • The option to buy additional holiday days
  • Cycle to work Scheme
  • Two paid volunteering days each year, to support your local community
Read More
Arrow Right