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Senior Financial Advisor — Inherit AUM

Job in Stoke-on-Trent, Stoke, Staffordshire, EX39, England, UK
Listing for: IDEX Consulting Ltd
Part Time position
Listed on 2026-07-20
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 90000 GBP Yearly GBP 90000.00 YEAR
Job Description & How to Apply Below
Position: Senior Financial Advisor — Inherit £50m AUM, Flexible Work
Location: Stoke-on-Trent

An established IFA in West Sussex is recruiting a Financial Advisor (restricted or whole of the market) to join their team. The role offers up to £90,000 basic with superb bonus potential and the opportunity to inherit a large client book (£50m AUM, £300k fee income).

You will have full admin and paraplanning support and access to the latest technology and AI tools, enabling you to focus on delivering first-class financial advice with strong work/life balance.

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Position Requirements
10+ Years work experience
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