Independent Financial Advisor

Overview

Are you an experienced Financial Advisor (restricted or whole of the market both considered) based in the North London area and looking to accelerate your advisory career? This role offers inheriting a large number of established HNW clients and full admin and paraplanning support utilizing up-to-date technology and AI to allow you to focus on what you do best. An established IFA is looking for a Financial Advisor with an impressive track record to join their team to provide first class financial advice to a client base focused around the North London area.

Responsibilities

• Provide high-quality financial advice to a client base focused in the North London area.
• Leverage full admin and paraplanning support and up-to-date technology/AI to prioritise client-facing activities.
• Collaborate with an in-region support team and operate with a flexible work location and week structure.
• Work with guidance from an experienced Regional Director to maximise performance and success.
• Maintain autonomy while ensuring a balanced approach to work/life commitments.

Qualifications

• Level 6 qualified or on the pathway to achieve Level 6 (experience considered alongside qualifications).
• Broad product knowledge across investments, pensions, protection, IHT, and ideally trusts.

Location & Support

You would have access to an office in the region where your support team will be based; the role is very flexible in terms of where you work and how you run your week.

Remuneration & Opportunity

An extremely experienced Regional Director will support you directly to allow you to perform to your best ability and achieve the success you are aiming for.

How to Apply

This is a superb opportunity with many positive aspects. Please apply or contact the recruiter directly for further information.

Additional Information

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Our Diversity, Equity and Inclusion Mission

Our Diversity, Equity and Inclusion Mission

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.