IDEX Consulting are working with a national Financial Advisory firm who are seeking an Independent Financial Advisor to join their growing business.
Due to continued acquisitions across 2024 and 2025, the business requires an IFA to inherit a book of clients from a retiring Advisor in the Preston area.
Duties include:
The Diploma in Regulated Financial Planning is essential for the successful applicant.
You will be empathetic in nature, whilst demonstrating a capability of building long-standing client relationships.
In return you will benefit from full Paraplanning and admin support, along with a training and development program which ensures a smooth transition into the role, along with opportunities to grow further within the business.
Visit 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.
Remote Independent Financial Advisor • Stirling, Scotland
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