New Business Financial Advisor

We are looking for a driven and personable Financial Adviser to join a small, friendly and collaborative advisory business based near Coventry. This role focuses on developing new business and building long-term client relationships. It's a great opportunity for someone who enjoys the commercial side of advice - generating opportunities, converting prospects and growing their own client bank - while being supported by an experienced team.

You will also be able to leverage existing professional connections and leads within the firm, giving you a strong platform to build your client base.

Role Responsibilities

• Proactively generate new business through networking, introducers and referrals
• Convert enquiries and leads into ongoing client relationships
• Deliver high-quality, holistic financial advice (pensions, investments, protection)
• Build and maintain your own client bank over time
• Work closely with internal teams including paraplanning and administration
• Maintain compliant and accurate client records
• Contribute to the overall growth of the business

What We're Looking For

• Diploma qualified (DipPFS or equivalent)
• Experience in a client-facing advisory role
• Strong relationship-building skills
• Commercial mindset with a drive to generate business
• Comfortable generating own opportunities (with support)
• Organised and able to manage a busy pipeline
• Team player with a collaborative approach

Benefits & Working Pattern

• 22 days holiday + bank holidays, with the option to buy up to 5 additional days
• 4x death in service
• 2x critical illness cover
• Health cash plan
• Office-based Monday to Thursday, home-based Fridays

What Makes This Role Different

• Strong internal support structure
• Ability to leverage existing professional connections and leads within the firm
• Exposure to both financial planning and employee benefits
• Collaborative, down-to-earth culture in a non-corporate environment
• Flexibility and a focus on outcomes

Ideal Fit
Someone who is ready to grow, wants autonomy and enjoys the business development side of advice.

To apply or find out more, please contact:
Ellie Sedgwick
IDEX Consulting
View email address on idexconsulting.com
View phone number on idexconsulting.com

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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.