Overview
Independent Financial Advisor Jobs in Greater London, UK at IDEX Consulting Ltd
Location: Greater London
£85,000 + bonus and excellent benefits package
A highly regarded, national wealth management firm is seeking an experienced Financial Planner to join its established presence in London. This is a unique opportunity to step into a succession plan, inheriting and developing an existing client base as part of the firm’s continued growth strategy.
The Opportunity
Following a recent acquisition, the current business owner is planning to retire within the next 12 months, creating a clear pathway for an incoming advisor to take over an established portfolio. You will work closely with the existing principal during the transition, ensuring a smooth handover of client relationships and long-term continuity.
The firm continues to grow through both acquisitions and organic expansion, offering strong long-term career stability and progression.
The Role
- Manage and transition an existing client portfolio
- Deliver holistic, high-quality financial planning advice
- Build trusted relationships with clients during the succession period
- Identify and develop new business opportunities
- Year 1:
No validation target, with 35% bonus on new business - Year 2+:
Bonus structure based on exceeding validation (3x salary) - Additional bonus for transferring client assets
- 5% flexible benefits pot
About You
- Experienced Financial Planner with a strong track record
- Ideally managing or capable of introducing a client bank (~£10m AUM+)
- Strong relationship management and client-facing skills
- Chartered status preferred (or working towards)
- Professional, credible, and confident in managing succession transitions
This is an excellent opportunity for an advisor looking to inherit a client base in a structured succession environment, with the backing of a well-established and growing national firm.
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Title: Independent Financial Advisor
Company: IDEX Consulting Ltd
Location: Greater London, UK
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