New Business Financial Advisor

The Opportunity

Are you a Financial Adviser with experience in generating new business, seeking increased earning potential?

This is a superb chance to join a well-established, reputable practice where you will benefit from:

• A steady stream of loyal, existing clients inherited through a gradual transition
• Full administrative and paraplanning support so you can focus on client relationships and business development
• A wealth of high-quality referral opportunities from professional connections, marketing, and networking channels

• Have proven experience advising in the high-net-worth space
• Be confident advising across the full spectrum of financial planning products
• Be a proactive team player who contributes to the firm's growth and reputation
• Live within a reasonable commute of Hertfordshire and enjoy the benefits of a hybrid role

• Strong existing client base ready to be nurtured and grown
• Top-tier support from experienced admin and paraplanning teams
• The autonomy to develop your network and increase earnings significantly
• A collaborative, professional environment focused on client excellence

If you'd like to have a confidential conversation about this opportunity, please get in touch. Alternatively, submit your CV and we'll arrange a time to speak.

Samantha

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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.