IDEX Consulting Ltd
39 Holloway Rd, London N7 8JP, UK
Are you an experienced Financial Adviser looking for a self-employed partnership opportunity with a strong client base and full support infrastructure?I am recruiting for a self-employed Financial Adviser to join an expanding team team where you will have clients covering London and the Home Counties About the Firm A directly authorised wealth management firm supporting numerous self-employed advisers nationwide. The head office provides centralised administration, paraplanning, and compliance support. Advisers benefit from a proven lead generation model and a growing referral network, while the business is actively expanding into wider markets with a dedicated Business Development Manager. The Role Manage an established client bank with approximately £22 million in assets under management with recurring income of circa £220,000 Provide holistic, whole-of-market financial advice including pensions, investments, protection, and tax planning. Build new business through a mix of...
