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 • Leeds, England
Our client is a FTSE 100 Property Company that is looking to appoint a.To work alongside the management surveyors within the Sheffield retail property management department and take responsibility ... Show more
Senior Residential Property Conveyancer.Dronfield - Derbyshire | Established Legal 500 Firm | Quality Work & Genuine Balance.An opportunity to join a highly regarded regional firm with strong l... Show more
Regional Recruiter — Field-Based, Northern England Up to £30,000 per annum + travel allowances | 6-month contract (potential to extend) | Full-time Not your average recruitment job.We're not lookin... Show more
Nature Friendly Farming Network (NFFN) is seeking a Head of Finance and Income Operations to lead the finance function, strengthen systems, controls and reporting, and support growth.This senior, r... Show more
The Protection Advisor will provide advice, review protection needs, and recommend insurance products.They will work remotely with a competitive salary and commission. Show more
Underwrite and manage Professional Indemnity risks, grow a portfolio, and engage with brokers. Show more
Aviva plc in Leeds is seeking a Mid Market Senior Underwriter to lead their New Business Underwriting team.This role involves overseeing complex cases, building broker relationships, and ensuring s... Show more
A leading wealth advisory firm in the UK is seeking an experienced Wealth Adviser to work with high-net-worth individuals.This role offers a hybrid workstyle and opportunities for career developmen... Show more
My client is an Independent Financial Advisory firm specialising in providing businesses and individuals with sound financial planning advice across pensions, investments & retirement planning, wit... Show more
Gallagher, located in Wakefield, is seeking a skilled salesperson to join its global team.In this role, you'll be responsible for creating insurance quotes, closing deals, and building strong clien... Show more
Financial Advisor needed to provide financial advice to clients, managing investments, pensions, and insurance solutions. Show more
The People Pod is seeking a Senior Investment Consultant for a fully remote, rolling monthly salary retainer with up to 30% commission.You’ll operate with autonomy, supported by a fast-growing UK p... Show more
FP&A Manager – Private Equity Backed Growth Story.This is not your typical FP&A role.You’ll be stepping into the engine room of a PE-backed, high-growth e-commerce business that’s gearing up to dou... Show more
A trusted home transformation brand is seeking self-employed Exterior Advisors to demonstrate and sell outdoor living solutions such as awnings and garage doors.This flexible opportunity allows you... Show more
Senior Financial Lines Underwriter (Direct Business) - Leeds.Job Type: Permanent Sector: General Insurance Specialism: Underwriting Location: Yorkshire & Humberside Town/City: Leeds Salary range: O... Show more
A leading consulting firm in Leeds is seeking a proactive Senior Consultant to join their Real Estate Advisory team.The role requires collaboration with clients to develop tailored solutions, condu... Show more
Here at Darwin Clayton (Nottingham), we are seeking a.New Business Account Executive.Commercial Broking world as part of a successful broker.Key objectives & responsibilities will include:.To fully... Show more
Butler Rose Ltd is seeking a Senior Tax Adviser/Manager for their Leeds office in the United Kingdom.This role involves leading tax advisory projects, managing client relationships, and focusing on... Show more
Financial Advisor needed to advise clients on investments, pensions, and tax planning. Show more
Temporary – Multiple London Sites.A leading student accommodation provider is seeking temporary Resident Advisors to support operations across various London locations.These roles will run over the... Show more
){kind=logo}
