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Financial Planner

TN United Kingdom

Cheltenham

On-site

GBP 50,000 - 90,000

Full time

30+ days ago

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Join a well-established investment management firm as an Independent Financial Adviser in a family-oriented environment. This role offers a unique opportunity to provide holistic financial advice while benefiting from an in-house business development team. You'll enjoy a client-centric approach, with the chance to gain equity share from the start and a guaranteed first-year bonus based on projections. If you're an experienced adviser with a strong client following, this is your chance to thrive in a supportive and successful practice that values long-term relationships and quality service.

Equity Share

Guaranteed First-Year Bonus

In-House Business Development

Technical Paraplanning Support

Experience as an Independent Financial Adviser with a strong client base.
Ability to provide independent advice to individuals and businesses.

Deliver comprehensive, client-focused independent financial advice.
Collaborate with in-house teams for lead generation and paraplanning.

Holistic Financial Advice

Client Relationship Management

Investment Management

Business Development

Relevant Financial Qualifications

About our client

Idex is delighted to be working in partnership with this well-established and highly successful investment management and financial advisory practice.

Our client is a privately owned firm offering a full range of active and discretionary investment services alongside a financial planning team offering full independent advice to private individuals and business owners.

This is a unique opportunity for an established Independent Financial Adviser to join a non-PE backed family-oriented business supporting common goals with a long-term outlook.

Role description
Following success over multiple generations, my client is looking to expand their IFA team and seek an individual to contribute towards their ongoing journey.

Key objectives and highlights

Provide full holistic, client-centric independent advice to private individuals/families and business owners.
Fully independent proposition (passive, active, or balanced, in-house or 3rd party).
Benefit from in-house business development team for introducer and lead generation.
Gain equity share implemented from the start.
Unrivalled bonus validation of 1x validation against salary and benefits.
Bonus paid at 80% on new and ongoing.
1st year bonus guaranteed based on future years projection.
Quality client proposition and fair charging structure.
Technical paraplanning and administration provided by in-house team.

Suitable candidates
An established Financial Planner/Adviser with a client following. Ideal candidate will have upwards of £8 million AUM to transfer.

Please reach out for more details.

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