Job Description An award-winning national financial planning firm are seeking to appoint an experienced Independent Financial Advisor into their growing private-client team in the North West. With offices in Manchester and Liverpool they can accommodate someone in either office. You will be responsible for providing an exceptional level of service across savings and investments, tax and estate planning and pension and retirement planning; working with the businesses existing client portfolio whilst growing the opportunity to win new business via networking, research and marketing. This opportunity would be ideally suited to a successful IFA, who's built up a network of existing contacts across the market and are looking for an appointment to continue in providing holistic, whole of market advice, within a leading practice who are able to offer support. Provide holistic financial planning to prospective and existing clients Ensure ongoing continuous professional development Proven track record of working as a Financial Adviser 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.
Independent Financial Advisor (Permanent) in Manchester 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.
