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Senior Independent Financial Adviser

Job description

Senior Independent Financial Adviser HNW clients to inherit across Leicestershire, Derby and Coventry. Diploma qualified. Chartered qualification beneficial but not essential

An opportunity has arisen with a growing directly authorised business to service and develop top end clients and professional relationships.

Clients are largely made up of wealth individuals, business owners and leads from professionals connections. Due to a recent acquisition and internal promotion, the business is now looking for an experienced Financial Advisor to offer Financial Planning to high quality clients.

To be successful in this role you must be comfortable speaking with HNW individuals and business owners. Full admin and technical back office support is in place to allow you to focus on building relationships and providing expert advice.

The package:

  • £65,000 - £85,000
  • Flexible home and office working
  • Full benefits package
  • Access to the leading training and development
  • Competitive bonus scheme




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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.