Posted by IDEX Consulting Ltd • £45K/yr to £55K/yr
About our client
This trusted advice firm offer independent and holistic planning across financial planning and tax planning to wealthy families and business owners.
An expanding boutique financial planning business with an opportunity for an Associate Financial Planner to offer true client centric, high quality financial planning advice with a goals-based lifestyle focus.
Posted by IDEX Consulting Ltd • £70K/yr to £90K/yr
General
Effective ongoing service to help minimise attrition, and to deliver new instructions and
My client is in the heart of Manchester city centre and they are looking for an experienced Financial Planner to join their team and build and develop trusted relationships with current and potential clients.
The Role
To build new client relationships and maintain and develop existing client relationships through.
Posted by IDEX Consulting Ltd • £65K/yr to £75K/yr
My client is based in Nr Oldham and they are currently looking for an experienced IFA to join their team.
The wider group, largely through acquisition, has and advisory presence across the UK and is on course to continue expansion through 2024 and beyond.
Due to an upcoming retirement of a long-serving Advisor, the business is now looking for a Financial Advisor to join their team and inherit a large book of clients.
Posted by IDEX Consulting Ltd • £80K/yr to £90K/yr
General
IDEX Consulting are seeking a Team Lead to oversee the technical design and implementation of analytics solutions, ensure team efficiency, and maintain high standards of data security and governance.
Are you a technically skilled leader with a passion for analytics and data security?
I am working with an award winning Independent Financial Adviser organisation who are looking to hire an experienced Financial Planner into a niche part of their advisor proposition.
The role will be in a partnership with a Building Society and you will provide whole of the market advice to the customers in branches across the the above areas.
There is a huge client base to work with and an incredible amount of warm leads provided by the branch network.
Posted by IDEX Consulting Ltd • £70K/yr to £85K/yr
Client book to inherit on day 1
A highly regarded Financial Planning practice in Sussex are looking to add an experienced, chartered Financial Advisor to their existing high performing team.
This is a superb opportunity for the following reasons:
Posted by IDEX Consulting Ltd • £60K/yr to £90K/yr
About our client
This trusted advice firm offer independent and holistic planning across financial planning and tax planning to wealthy families and business owners.
An expanding lifestyle focused financial planning business has an opportunity for a Financial Planner to offer true client centric, high quality financial planning advice with a goals-based lifestyle focus.
Posted by IDEX Consulting Ltd • £55K/yr to £65K/yr
An excellent opportunity has arisen for an experienced financial adviser to join a highly successful, national IFA practice with a large office in Glasgow.
You will have the ability and initiative to self-generate your own business and strategise new business development opportunities.
You will be given a full client bank to prospect and be giving holistic financial advice to individuals including a number of high net worth clients.