Overview
As a Chartered Financial Adviser in London, you will manage an established client base while growing the portfolio through referrals and compliant practices. You will deliver independent, whole-of-market advice across pensions, investments, protection, IHT, and tax planning, supported by paraplanning and admin teams. You’ll work in a values-driven, client-first culture with hybrid working and strong tech and compliance foundations. This role offers progression, training, and a platform to shape long-term financial outcomes for high-net-worth clients.
Pay / Benefits
- hybrid working options
- dedicated paraplanning and admin support
- access to market-leading technology, compliance, and training
- clear progression opportunities and CPD support
- client-first culture
- flexible/remote meeting options
Responsibilities
- Deliver independent, whole-of-market advice across pensions, investments, protection, IHT, and tax planning
- Manage and develop relationships with a loyal base of existing clients
- Identify new advice opportunities through reviews, referrals, and internal channels
- Collaborate with a dedicated support team (paraplanning and admin) to ensure a smooth and compliant advice process
- Maintain high professional and ethical standards in line with Chartered status
Key requirements
- Level 6 Chartered Financial Planner (or equivalent) qualification
- Proven experience as a Financial Adviser
- Strong interpersonal and relationship management skills
- 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
- relationship management
- interpersonal communication
- team collaboration
- holistic financial planning across pensions, investments, protection, IHT, tax planning
- compliance with Chartered standards
- client relationship management
IFA - London 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.
