A well-established independent financial planning firm in Kent is seeking a Junior Financial Adviser to join its growing advice team.
Following continued growth, the business is looking to appoint a Junior Adviser to support its experienced Financial Planners by taking responsibility for an established portfolio of clients. You'll inherit your own client bank from day one, primarily servicing smaller clients, allowing you to start building relationships and earning bonus from the outset.
This opportunity would suit either:
A Financial Adviser with some previous advising experience looking to develop their career; or
A diploma-qualified Paraplanner ready to take the next step into an advisory role, with full support and mentoring provided.
You'll inherit an existing client portfolio and work alongside experienced Advisers and Directors who are committed to supporting your development.
The Role
- Service an established client bank
- Provide holistic financial planning advice
- Develop your technical and client-facing skills with ongoing mentoring
- Work within a supportive, collaborative team
- Hybrid working mixing home and the Kent based office with occasional client meetings
Package
- £60,000-£65,000 for an Adviser with previous experience
- Around £50,000 for a Paraplanner transitioning into advice - must have strong technical knowledge
- Performance bonus
- Excellent support from experienced Advisers, administration and paraplanning teams
- Genuine long-term career progression
About You
You'll be diploma-qualified, passionate about financial planning and eager to develop your career within a respected independent advice firm that genuinely invests in its people.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fair and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Junior Financial Planner 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.
