Financial Advisor

Overview

An opportunity has arisen for an experienced Financial Planner to join a well-established, independent financial planning and investment management group. With a focus on quality advice and client outcomes, the role is ideal for a professional who values long-term relationship building, high standards of service, and ethical financial advice.

You'll be supported by a collaborative, client-focused culture, and equipped with the tools, infrastructure, and team to help you grow professionally while delivering tailored financial solutions.

Benefits

• 25 days holiday (plus 1 day per year of service, up to 30) + Bank Holidays
• Private Medical Insurance (single cover; extendable at own cost)
• Income Protection (75% of salary after 3 months)
• Death in Service (4x salary)
• 4% matched pension contribution
• Career progression and flexible working options

The Role

Due to an upcoming retirement and after a 6 month handover period, the business has a sizeable client book to inherit.

This is a client-facing position suited for a qualified Financial Planner who is confident in providing personalised advice across pensions, investments, and trust planning. You will manage client relationships with professionalism and care, while also helping to identify new business opportunities, especially through professional introducers such as accountants and solicitors.

You will be expected to maintain high standards of conduct, integrity, and compliance, contributing to a culture that prioritises ethics, client outcomes, and professionalism.

Key Responsibilities

Research financial products and present clear, compliant recommendations

Requirements

This is an excellent opportunity for a financial planner seeking a flexible working environment, rewarding career path, and the autonomy to grow your client base while receiving ongoing support and development.

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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.

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