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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 growing 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 take ownership and lead without starting from scratch.
The predicted salary is between 60000 - 84000 £ per year.
Independent Financial Adviser – Leadership Role with Equity Potential
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.
Email for more information: samantha.durbridge@idexconsulting.com
Financial Advisor employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with professionals in the financial advisory sector, especially those who have experience in leadership roles. Attend industry events or local meetups in Herefordshire to connect with potential mentors or colleagues who can provide insights into the firm and its culture.
✨Tip Number 2
Research the firm’s history and its client base thoroughly. Understanding their values and the type of clients they serve will help you tailor your approach during interviews and demonstrate your genuine interest in leading their operations.
✨Tip Number 3
Prepare to discuss your vision for the firm’s growth and how you plan to enhance client relationships. Being able to articulate a clear strategy will show that you are not just looking for a job, but are ready to take ownership and lead the business.
✨Tip Number 4
If you have an existing client book, be ready to discuss how you can transition those clients to the new role while maintaining strong relationships. Highlighting this will demonstrate your ability to generate new business and add immediate value to the firm.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Adviser, particularly any leadership roles or responsibilities. Emphasise your Chartered status and any relevant qualifications that align with the job description.
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.
Showcase Your Client Book: If you have an existing client book, detail this in your application. Highlight how your current relationships could benefit the firm and contribute to its growth, while being mindful of any contractual restrictions.
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 business development, showcasing your commercial mindset.
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 rapport with clients, and how that has contributed to business growth.
✨Demonstrate Commercial Acumen
The firm is looking for someone who can generate new business. Be prepared to talk about your experience in acquiring new clients, whether through referrals or other means. Highlight any successful strategies you've implemented to grow a client book.
✨Prepare for Questions on Equity Potential
Since the role offers equity potential, be ready to discuss your thoughts on ownership and growth within a company. Consider how you would approach building value in the firm and what your vision for its future might look like.
