Independent Financial Adviser – Wealth & Pensions in Grantham

Independent Financial Adviser – Wealth & Pensions in Grantham

Grantham Full-Time 50000 - 60000 Β£ / year (est.) No working from home possible
IDEX Consulting

At a Glance

  • Tasks: Provide holistic financial advice on investments, pensions, and inheritance tax planning.
  • Company: Join a well-established professional services firm with a supportive team.
  • Benefits: Competitive salary, professional development, and a focus on client service.
  • Other info: Opportunity to manage an existing portfolio and develop new client opportunities.
  • Why this job: Make a real difference in clients' financial lives while growing your career.
  • Qualifications: Experience in financial advising and strong client relationship skills.

The predicted salary is between 50000 - 60000 Β£ per year.

IDEX Consulting partners with a well-established professional services firm to recruit an Independent Financial Adviser in Grantham or Newark.

The adviser will deliver holistic financial advice across investments, pensions and inheritance tax planning, managing an existing client portfolio while developing new opportunities.

Join a supportive, professional team, ensuring FCA compliance and delivering outstanding client service.

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Independent Financial Adviser – Wealth & Pensions in Grantham employer: IDEX Consulting

IDEX Consulting is an exceptional employer that fosters a collaborative and innovative work culture, ideal for professionals looking to make a significant impact in the field of international M&A and growth. With a strong emphasis on employee development, we offer numerous opportunities for career advancement and the chance to work alongside industry leaders in the vibrant setting of Greater London. Join us to be part of a forward-thinking team that values your expertise and encourages you to shape the future of corporate law.

IDEX Consulting

Contact Details:

IDEX Consulting Recruitment Team

We think you need these skills to ace Independent Financial Adviser – Wealth & Pensions in Grantham

Holistic Financial Advice
Investment Knowledge
Pensions Expertise
Inheritance Tax Planning
Client Portfolio Management
Business Development
FCA Compliance