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Financial Planner Made Client Bank & Tech-Driven
Job in
Essex, Essex County, England, UK
Listed on 2026-05-29
Listing for:
IDEX Consulting
Full Time
position Listed on 2026-05-29
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
IDEX Consulting is seeking an Adviser in Essex to manage an established client bank of approximately 500 active clients. The role involves providing high-quality holistic advice on pensions, investments, and tax-efficient structures while ensuring compliance with regulations.
Ideal candidates include seasoned advisers with a proven track record or newly qualified professionals with a level 4 diploma in financial advice. You'll enjoy a ready-made client bank and structured professional development support.
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