IDEX Consulting Ltd
Leicester, UK
Are you an experienced Financial Adviser looking for a self-employed partnership opportunity with a strong client base and full support infrastructure? We are recruiting two self-employed Financial Advisers to join our expanding Midlands team. About Us We are a directly authorised wealth management firm supporting over 20 self-employed advisers nationwide. Our head office provides centralised administration, paraplanning, and compliance support. Advisers benefit from a proven lead generation model through the teaching sector 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 £18 million in assets under management. Provide holistic, whole-of-market financial advice including pensions, investments, protection, and tax planning. Build new business through a mix of company-generated leads, referrals, and self-sourced clients....
