Job Description This practice prides itself on delivering high-quality, holistic financial advice built on trust, integrity, and genuine care. As a Chartered firm they uphold the highest standards of professionalism and client service and they are looking for the next key hire in London. We are looking for a talented, relationship-focused Chartered Financial Adviser to join the team at a key part of their growth journey This is a rare opportunity to step into a well-established client-facing role, with the majority of your time spent advising and nurturing an existing portfolio of long-term clients. You'll also benefit from warm internal referrals and business development support to continue growing your book in a sustainable, high-quality way. Deliver independent, whole-of-market advice across pensions, investments, protection, IHT, and tax planning Level 6 Chartered Financial Planner (or equivalent) qualification (or very close to) Proven experience as a Financial Adviser Confidence in dealing with complex client needs and high-net-worth individuals (£1 million plus average case size) Based in or near London with flexibility for face-to-face and remote meetings A team player who values long-term relationships over short-term gains A supportive, client-first culture backed by financial and tech focused support Hybrid working options Access to market-leading technology, compliance, and training Clear progression opportunities and CPD support Visit the IDEX Consulting Ltd website for further opportunities. 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 are committed to driving conscious inclusion across our business and creating equitable pathways.
IFA HOME BASED in London employer: IDEX Consulting Ltd
As a Product Governance Manager at our Lloyd’s Syndicate in London, you will thrive in a dynamic and supportive work environment that prioritises employee growth and development. We offer a flexible four-day work week, fostering a healthy work-life balance while providing opportunities to engage with senior leadership and make impactful contributions to our governance framework. Join us to be part of a collaborative culture that values innovation and excellence in delivering customer outcomes.
