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- Tasks: Manage your own client relationships with full support and flexibility.
- Company: Join a modern, independent IFA firm that values innovation and independence.
- Benefits: Enjoy remote work, competitive salary, bonuses, private healthcare, and equity from day one.
- Why this job: Experience true ownership and be rewarded for the value you bring to clients.
- Qualifications: Seeking experienced financial advisers ready to break free from corporate constraints.
- Other info: Confidential discussions available for those under restrictive covenants.
The predicted salary is between 43200 - 66000 £ per year.
Are you an experienced employed IFA feeling restricted by corporate bureaucracy and rigid structures?
Do you want the freedom to run your own client relationships, on your own terms – without sacrificing support, stability, or financial reward?
Would moving your clients to a truly modern, forward-thinking firm – offering full paraplanning and admin support, remote-first working, and equity from day one – be the game-changer you’ve been looking for?
Idex Consulting is exclusively representing a dynamic, independently owned IFA business that’s breaking the mould. They’re looking for accomplished, entrepreneurial advisers who want more than a payslip—who want flexibility, real ownership, and to be properly rewarded for the value they deliver.
In return, you’ll receive:
- A competitive basic salary (up to £110,000)
- 50% bonus structure
- Private healthcare
- Full remote working
- Equity in the business from the outset
The firm are happy to speak confidentially with advisers currently under restrictive covenants.
If you\’re ready to take back control of your career and align with a firm that truly values its people—let’s talk.
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 advisors who have made the leap to independent roles. They can provide insights into their experiences and may even refer you to opportunities within their networks.
✨Tip Number 2
Research the firm thoroughly before applying. Understand their values, culture, and the specific support they offer to independent advisors. This knowledge will help you tailor your conversations during interviews.
✨Tip Number 3
Prepare to discuss your client management style and how you build relationships. The firm is looking for entrepreneurial advisers, so showcasing your ability to attract and retain clients will be crucial.
✨Tip Number 4
Be ready to talk about your vision for your practice. The firm values independence and ownership, so demonstrating your long-term goals and how they align with their mission will set you apart.
We think you need these skills to ace Independent Financial Advisor
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and expectations of an Independent Financial Advisor. Tailor your application to highlight how your experience aligns with the company's vision of flexibility and ownership.
Craft a Compelling CV: Your CV should reflect your entrepreneurial spirit and past achievements as an IFA. Emphasise your ability to manage client relationships independently and any relevant successes that demonstrate your value.
Write a Strong Cover Letter: In your cover letter, express your desire for a more flexible working environment and how this opportunity aligns with your career goals. Mention specific aspects of the company that attract you, such as their support structure and equity offerings.
Highlight Relevant Skills: Make sure to showcase skills that are crucial for an Independent Financial Advisor, such as client relationship management, financial planning expertise, and the ability to work autonomously. Use examples from your previous roles to illustrate these skills.
How to prepare for a job interview at IDEX Consulting Ltd
✨Showcase Your Independence
As an Independent Financial Advisor, it's crucial to demonstrate your ability to manage client relationships autonomously. Prepare examples of how you've successfully built and maintained client trust without corporate oversight.
✨Highlight Your Entrepreneurial Spirit
This role seeks accomplished advisers who are entrepreneurial in nature. Be ready to discuss your innovative ideas for client engagement and how you can contribute to the firm's growth while maintaining your own style.
✨Discuss Flexibility and Remote Working
Since the firm offers remote-first working, be prepared to talk about how you manage your time and productivity in a flexible work environment. Share any experiences that highlight your adaptability and self-discipline.
✨Emphasise Value Delivery
The firm values advisers who want to be rewarded for the value they deliver. Come equipped with metrics or success stories that illustrate how your advice has positively impacted clients' financial situations.
