Financial Adviser | Maidenhead [Fully Remote] | £80,000 DOE + Bonus
A highly regarded boutique independent financial planning firm in Maidenhead is looking to appoint an experienced Financial Advisor as part of an exciting period of growth following a recent acquisition.
This is a fantastic opportunity to inherit an established, high-quality client portfolio, allowing you to focus on delivering exceptional financial planning rather than business development. You'll join a collaborative and client-centric business that places long-term relationships at the heart of everything it does.
The Opportunity
The firm is recruiting an experienced Financial Advisor, taking responsibility for an established existing client portfolio of approximately £50m AUM.
Clients are predominantly HNW individuals, with an average portfolio size of around £700,000, making this an ideal opportunity for advisers who enjoy delivering holistic financial planning to affluent clients.
The role offers a high degree of flexibility, with a predominantly remote working model, although candidates should be based locally to Maidenhead to attend the odd client meeting when required (90% of client meetings will however be remote)
You'll work closely alongside the firm's existing directors throughout a structured transition period, ensuring a smooth handover of client relationships, while benefiting from dedicated administrative support and paraplanning.
What's on Offer
- Basic salary of £80,000
- Inherit client bank of £50m AUM.
- Strong administrative and paraplanning support.
- Opportunity to join a growing independent business with exciting long-term ambitions.
- Future equity opportunities may be available for individuals who make a significant commercial contribution to the firm's continued growth.
About You
We're keen to speak with advisers who:
- Hold the Level 4 Diploma in Financial Planning
- Have experience advising HNW clients.
- Enjoy building long-term client relationships.
- Are based in, or within reasonable reach of, Berkshire
- Are looking to join a boutique independent firm where quality advice and client service come first.
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Financial Advisor in Maidenhead employer: IDEX Consulting Ltd
As a Product Governance Manager at our Lloyd’s Syndicate in London, you will thrive in a dynamic and supportive work environment that prioritises employee growth and development. We offer a flexible four-day work week, fostering a healthy work-life balance while providing opportunities to engage with senior leadership and make impactful contributions to our governance framework. Join us to be part of a collaborative culture that values innovation and excellence in delivering customer outcomes.
