Full job descriptionI’m delighted to be partnering with a national wealth management firm, backed by one of the UK’s largest financial services groups, to recruit an experienced Financial Adviser across the Midlands.
The business manages billions of pounds of client assets for tens of thousands of clients across the UK. It offers clients holistic, face-to-face financial planning, supported by the strength and stability of a major banking group. With significant investment behind it and ambitious growth plans, it’s an exciting time to join.
The Opportunity
This role gives you a head start most Advisers never get. From day one, you’ll take over 45-55 established clients, so you can focus on delivering great advice rather than starting from scratch.
You’ll also work in partnership with building societies across the Midlands, developing referral channels and growing your client base through warm introductions. You’ll cover the area around Stamford, Bourne, Chesterfield, Sutton-in-Ashfield, Belper, Grantham and Oakham, with hybrid working to balance client meetings, branch time and working from home.
Key Requirements:
*Level 4 diploma qualified, Chartered preferred
*Proven experience delivering regulated financial advice, ideally with CAS/SPS
*Confident managing client relationships and complex cases
*Comfortable building referral relationships with partners and introducers
*Proactive, self-motivated and client-focused
What’s on Offer:
*Basic salary of up to £80,000, depending on experience
*An attractive bonus scheme
*An established client bank from day one
*A strong flow of referral opportunities through building society partnerships
*Hybrid working
*Generous benefits, including a 15% employer pension contribution, up to 30 days’ annual leave plus bank holidays, private medical insurance and a flexible benefits allowance
The successful candidate will need to live within reach of the areas listed above.

f this sounds like the right next step for you, or you know someone who would be a great fit, please get in touch in confidence at
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.