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- Tasks: Lead a respected financial advice firm while advising clients and managing operations.
- Company: Join a trusted firm in Herefordshire with a premium client base and strong local reputation.
- Benefits: Enjoy a competitive salary, performance bonuses, equity stake, and flexible working options.
- Why this job: Shape the future of a reputable firm and build long-term wealth through equity growth.
- Qualifications: Chartered or close to Chartered status with proven financial advisory experience required.
- Other info: Opportunity to acquire up to 20% equity in a growing business with significant potential.
The predicted salary is between 58800 - 84000 £ per year.
Location: Herefordshire | AUA: £45m | Salary: c.£70k + bonus + equity
Are you a highly motivated and experienced Financial Adviser seeking not just your next role, but a genuine opportunity to take ownership and lead? We’re offering a rare opportunity to step into the leadership of a highly respected financial advice business based in Herefordshire, with c.£45m in assets under advice and a premium client base built on long-standing relationships and trust.
The Opportunity
This is more than just a client-facing role. You’ll take over the day-to-day running of a well-established firm with a superb local reputation, and the chance to acquire up to 20% equity. The firm is part of a wider group with ambitious plans for future acquisitions and growth, meaning your equity stake could grow significantly in value over time. You’ll become Managing Director, responsible for both advising clients and leading the business strategically. Back-office and compliance support are fully provided through the firm’s wider network, freeing you to focus on growth and client service.
What We’re Looking For
- Chartered or close to Chartered status.
- Fully authorised (CAS/SPS) with proven experience in delivering high-quality financial advice.
- A passion for building long-term relationships and growing a client-centric business.
- Experience managing a client book and ideally running an IFA firm.
- Commercially minded, with the ability to generate new business through referrals, acquisitions, or your existing relationships.
- The ability to bring an existing client book would be a strong advantage (subject to contractual restrictions).
- Available to start immediately or within 1–2 months.
Key Responsibilities
- Act as Managing Director, responsible for advice, operations, and strategic decision-making.
- Deliver expert financial advice across pensions and wealth planning.
- Lead operational functions: budgeting, support staff oversight, marketing, and compliance (with group support).
- Conduct regular business reviews and report to shareholders.
What’s on Offer
- Base salary of c.£70k plus performance-based bonus linked to revenue.
- Equity stake of up to 20% in a growing, acquisitive firm.
- Long-term wealth-building potential through equity growth.
- Market-leading technology stack and back-office infrastructure.
- Flexible working options.
- Full compliance, accountancy, and admin support provided.
About the Business
Established and trusted firm with a loyal, high-quality client base. Approx. 140 clients with c. £45m in assets under advice. Office based in Herefordshire, approximately 30 minutes northwest of Cheltenham. Focused on delivering bespoke pension and wealth advice.
Interested in building something of your own—without starting from scratch? Let’s talk. This is your chance to take the reins of a reputable firm and shape its next chapter—while owning a meaningful stake in its success.
Independent Financial Advisor employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor
✨Tip Number 1
Network with other financial professionals in your area, especially those who have experience in leadership roles. Attend local finance events or seminars to meet potential mentors or colleagues who can provide insights into the industry and possibly refer you to opportunities.
✨Tip Number 2
Showcase your leadership skills by volunteering for projects or initiatives within your current role. This could involve leading a team or spearheading a new client service strategy, which will demonstrate your capability to manage and grow a business.
✨Tip Number 3
Research the firm thoroughly before applying. Understand their client base, values, and growth plans. This knowledge will help you tailor your approach during any discussions and show that you are genuinely interested in contributing to their success.
✨Tip Number 4
Prepare to discuss your existing client book and how you can leverage it to benefit the firm. Highlighting your ability to bring in new business through referrals or existing relationships will make you a more attractive candidate for this leadership role.
We think you need these skills to ace Independent Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a Financial Adviser, particularly any leadership roles or responsibilities. Emphasise your Chartered status and any proven track record in delivering high-quality financial advice.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also expresses your passion for building long-term client relationships and your vision for leading the firm. Mention how your experience aligns with the company's goals and values.
Showcase Your Client Book: If you have an existing client book, be sure to mention it in your application. Highlight how this could benefit the firm and demonstrate your ability to generate new business through referrals and acquisitions.
Prepare for Interviews: Anticipate questions about your strategic vision for the firm and how you plan to manage operations effectively. Be ready to discuss your approach to client service and how you would leverage the firm's resources to drive growth.
How to prepare for a job interview at IDEX Consulting Ltd
✨Showcase Your Leadership Skills
As this role involves taking over the day-to-day running of the firm, it's crucial to demonstrate your leadership capabilities. Prepare examples of how you've successfully led teams or projects in the past, highlighting your strategic decision-making and operational management skills.
✨Emphasise Client Relationship Building
Given the importance of long-term relationships in this role, be ready to discuss your approach to client relationship management. Share specific instances where you've built trust and loyalty with clients, and how that has contributed to business growth.
✨Prepare for Financial Advisory Questions
Expect questions related to financial advice, particularly around pensions and wealth planning. Brush up on current trends and regulations in the financial sector, and be prepared to discuss your experience in delivering high-quality financial advice.
✨Discuss Your Vision for Growth
Since the firm is looking for someone to lead its growth strategy, come prepared with ideas on how you would expand the client base and increase revenue. Think about potential acquisition strategies or ways to leverage existing relationships to generate new business.
