Senior Independent Financial Adviser

A Strategic Opportunity for an Established Adviser

A well-established, independent financial planning firm operating at the higher end of the market is seeking a Senior Independent Financial Adviser to join the business as part of its long-term growth strategy.

This opportunity is ideal for an experienced adviser who has built a loyal, high-quality client book and is now looking for greater autonomy, influence, and the opportunity to share in the future value of the business.

The firm advises high-net-worth families, typically with £500k+ investable assets, and has grown organically to c.£600m AUM. Advice is fully independent, supported by a strong in-house team of Paraplanners and Administrators, with compliance provided through a leading network.

• Manage and grow an existing portfolio of high-net-worth clients
• Transition and retain a portable client book into the business
• Deliver holistic, long-term financial planning advice
• Act as a senior presence within the adviser team
• Contribute to the strategic growth and direction of the firm
• Build and maintain strong professional introducer relationships

• Highly experienced Independent Financial Adviser
• Demonstrable, loyal client bank capable of transitioning
• Strong track record advising high-net-worth clients
• Commercially minded with a long-term outlook
• Values independence, quality advice, and long-term client relationships

• Basic salary up to £90,000, aligned to revenue
• Transparent revenue share model
• Total earnings designed to reflect ongoing income and growth
• EMI equity participation available for the right individual

• Genuine independence with no consolidator ownership
• High-quality client base and advice-led culture
• Strong in-house paraplanning and administration support
• Clear pathway to equity and long-term succession planning
• Opportunity to influence strategy and firm-wide decisions

This role offers a rare chance to join a boutique, high‑calibre advisory firm and directly benefit from its continued growth.

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.