Independent Financial Adviser

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.

We are a directly authorised wealth management firm supporting over 20 self-employed advisers nationwide. Our head office provides centralised administration, paraplanning, and compliance support. Advisers benefit from a proven lead generation model through the teaching sector and a growing referral network, while the business is actively expanding into wider markets with a dedicated Business Development Manager.

• Manage an established client bank with approximately £17 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.
• Enjoy flexible working arrangements, with hybrid options and autonomy over your schedule in the Milton Keynes.

• Recurring income starting at around £51,000.
• 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.

• 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.

This is a rare opportunity to take over a high-quality client bank while benefiting from a scalable, supportive self-employed model designed to let you focus on what matters most: your clients and your growth.

Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies.

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.