Full job descriptionA highly regarded boutique independent financial planning firm in Berkshire is looking to appoint two experienced Financial Advisers as part of an exciting period of growth following a recent acquisition.

This is a fantastic opportunity to inherit an established, high-quality client portfolio, allowing you to focus on delivering exceptional financial planning rather than business development. You’ll join a collaborative and client-centric business that places long-term relationships at the heart of everything it does.

The Opportunity
The firm is recruiting two experienced Financial Advisers, each taking responsibility for an existing client portfolio of approximately £30m-£50m AUM.
Clients are predominantly HNW individuals, with an average portfolio size of around £700,000, making this an ideal opportunity for Advisers who enjoy delivering holistic financial planning to affluent clients.

The role offers a high degree of flexibility, with a predominantly remote working model, although candidates should be based locally to Berkshire to attend the odd client meetings when required.

You’ll work closely alongside the firm’s existing Directors throughout a structured transition period, ensuring a smooth handover of client relationships, while benefiting from dedicated administrative support and paraplanning.

What’s on Offer
*Basic salary of £70,000-£80,000
*Performance-related bonus
*Inherited client bank of £30m-£50m AUM
*Predominantly remote working
*Strong administrative and paraplanning support
*Opportunity to join a growing independent business with exciting long-term ambitions
*Future equity opportunities may be available for individuals who make a significant commercial contribution to the firm’s continued growth
About You
We’re keen to speak with Advisers who:
*Hold the level 4 Diploma in Financial Planning
*Have experience advising HNW clients
*Enjoy building long-term client relationships
*Are based in, or within reasonable reach of, Berkshire
*Are looking to join a boutique independent firm where quality advice and client service come first
If you’re looking for the opportunity to inherit an established client portfolio within a growing independent financial planning business, we’d be delighted to have a confidential conversation. Please contact






Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.


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.