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- Tasks: Manage your own client relationships with full support and flexibility.
- Company: Join a modern, independent financial advisory firm that values innovation.
- Benefits: Enjoy remote work, competitive salary, bonuses, and equity from day one.
- Why this job: Experience true ownership and be rewarded for your contributions in a supportive environment.
- 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.
📩 Samantha.durbridge@idexconsulting.com
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 transition to independent roles. They can provide insights and share their experiences, which can help you understand the unique challenges and opportunities in this field.
✨Tip Number 2
Research the firm thoroughly before applying. Understand their values, culture, and the support they offer. This will not only help you tailor your approach but also demonstrate your genuine interest during any discussions.
✨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 foster strong client connections will be crucial.
✨Tip Number 4
Be ready to articulate your vision for your practice. Think about how you would leverage the firm's resources to enhance your client offerings and grow your business, as this aligns with their goal of empowering independent advisors.
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 your relevant experience and how it aligns with the company's values.
Craft a Compelling CV: Your CV should showcase your achievements as an IFA, focusing on client relationships you've built and the value you've delivered. Use quantifiable results where possible to demonstrate your impact.
Write a Strong Cover Letter: In your cover letter, express your desire for flexibility and ownership in your role. Discuss why you're drawn to this independent firm and how your entrepreneurial spirit aligns with their vision.
Highlight Relevant Skills: Make sure to emphasise skills that are crucial for an Independent Financial Advisor, such as relationship management, financial planning expertise, and the ability to work independently. This will help you stand out as a candidate who can thrive in a modern, forward-thinking environment.
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 approaches to financial advising and how you've adapted to changing market conditions to benefit your clients.
✨Discuss Your Value Proposition
Clearly articulate the unique value you bring to clients. Prepare to explain how your expertise and personalised service can lead to better financial outcomes, aligning with the firm's focus on rewarding value delivery.
✨Emphasise Flexibility and Remote Working Skills
Since the firm offers remote-first working, be prepared to discuss your experience with remote client management and how you maintain productivity outside a traditional office environment. Highlight any tools or strategies you use to stay organised and connected.