Non-Executive Advisor

Non-Executive Advisor – M&A (Financial Services)

IDEX is seeking to appoint a highly experienced Financial Services professional as a Non-Executive Advisor to support the continued growth and evolution of its M&A offering within the UK Wealth Management and IFA market.

This role is designed for a well-connected and commercially astute individual; likely a current or former IFA, business owner, or senior leader who can combine market insight, strategic thinking, and network access to help shape and scale a compelling buy-and-sell-side M&A proposition.

Alongside leveraging their network to originate high-quality opportunities, the successful individual will play a key role in refining IDEX’s go-to-market strategy, with a particular focus on building a market-leading sell-side advisory proposition for IFA business owners.

The Opportunity

You will act as both a strategic advisor and market ambassador for IDEX’s M&A team.

Working closely with internal stakeholders, you will contribute to the development of a differentiated, advice-led approach to M&A supporting IFA firms through the full lifecycle of their journey, from early-stage exit readiness and pre-sale value creation, through to exit planning and transaction execution.

In parallel, you will leverage your relationships and credibility within the market to originate and support high-quality buy- and sell-side opportunities.

This is a flexible, part-time role suited to someone looking to remain connected to the market, influence strategy, and monetise their network without the demands of a full-time executive commitment.

Strategic Contribution

• Advise on the development and refinement of IDEX’s sell-side M&A proposition for UK IFAs
• Provide input into go-to-market strategy, positioning, and messaging to ensure strong market resonance
• Help shape a repeatable, advice-led client journey for business owners considering exit
• Challenge and enhance the current M&A offering, identifying gaps, opportunities, and areas for differentiation
• Contribute to the development of thought leadership and market engagement strategies targeting IFA principals

Key Responsibilities

• Leverage your network to identify and introduce potential buyers and vendors within the UK Financial Services market
• Generate and refer qualified M&A opportunities to the IDEX team
• Act as a credible and trusted voice in early-stage conversations with business owners
• Support selected high-value or strategic client engagements, particularly on the sell-side
• Provide ongoing market insight and intelligence to inform M&A strategy and execution
• Support relationship development with key stakeholders where appropriate
• Represent IDEX professionally within your network and the wider market

Ideal Background

• Former or current IFA, Wealth Manager, or Financial Services business owner
• Strong, active network across the UK Wealth Management / IFA space
• Direct experience of buying, selling, or scaling a Financial Services business (highly desirable)
• Deep understanding of valuation drivers, succession dynamics, and the buyer landscape
• Commercially minded with a strong ability to identify and unlock opportunities
• Credible, well-regarded, and relationship-driven, with the ability to engage senior business owners

Engagement Model

• Flexible commitment (circa 2-4 days per month)
• Ongoing collaboration with IDEX’s M&A leadership team
• Involvement in periodic strategy and proposition discussions, alongside ad hoc input on live opportunities
• Opportunity to contribute to key client situations where experience and credibility add value

What’s on Offer

• Opportunity to play a meaningful role in shaping a growing M&A advisory platform
• Ability to monetise your network, insight, and experience
• Access to a highly active and well-established M&A infrastructure
• Collaborative partnership with an experienced and well-regarded team
• Competitive, success-led remuneration with potential for broader commercial alignment

Why IDEX?

• Strong reputation and momentum in the UK Financial Services market
• Deep network of buyers and consistent deal flow
• Professional, discreet, and highly experienced M&A capability
• A modern, collaborative approach to growth, partnerships, and client engagement

This role is a great opportunity if you are looking to stay close to the market, influence direction, and participate in meaningful transactions without the demands of a full-time role.

Please get in touch for a confidential chat – michelle.paish@idexconsulting.com / 07983 055279.

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