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 journeyThe RoleThis 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.
Key Responsibilities:
Deliver independent, whole-of-market advice across pensions, investments, protection, IHT, and tax planningManage and develop relationships with a loyal base of existing clientsIdentify new advice opportunities through reviews, referrals, and internal channelsCollaborate with a dedicated support team (paraplanning and admin) to ensure a smooth and compliant advice processMaintain high professional and ethical standards in line with their Chartered statusRequirements: Level 6 Chartered Financial Planner (or equivalent) qualification (or very close to)Proven experience as a Financial AdviserStrong interpersonal and relationship management skillsConfidence 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 meetingsA team player who values long-term relationships over short-term gainsWhy could this opportunity be for you? A supportive, client-first culture backed by financial and tech focused supportA book of existing clients ready for you to manage and growHybrid working optionsDedicated paraplanning and admin support to allow you to focus on what you do bestAccess to market-leading technology, compliance, and trainingClear progression opportunities and CPD supportNext steps?
If you're an experienced, Chartered Adviser looking to join a values-led firm that empowers you to do your best work, we'd love to hear from you. Please send your cv or use the contact info below for a confidential discussionContact David Elders on 07407626734 or david.elders@idexconsulting.comVisit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. 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 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.
Discipline(s): Financial ServicesJob type: Flexible / Work From Home
IFA in London employer: Idex Consulting
Join a prestigious law firm in London that offers a dynamic and collaborative work environment, where your contributions to high-profile equity capital markets deals will be valued. With a strong commitment to employee development, you will have access to ongoing training and mentorship opportunities, ensuring your professional growth in a fast-paced global setting. The firm's culture promotes teamwork and innovation, making it an excellent place for ambitious solicitors looking to make a meaningful impact in their careers.
