Independent Financial Adviser – Client-Focused Wealth Planning
Listed on 2026-10-10
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
IDEX Consulting is recruiting an experienced Independent Financial Adviser to join our wealth management team in Grantham or Newark. You will manage an existing client portfolio and deliver holistic financial advice across investments, pensions and inheritance tax planning.
You will work alongside colleagues to generate new business opportunities, ensuring compliance with FCA regulations and delivering an outstanding level of service to clients. A full UK driving licence is essential.
This is a great position to take on the Independent Financial Adviser – Client-Focused Wealth Planning role at IDEX Consulting.
Are you ready to take on the Independent Financial Adviser – Client-Focused Wealth Planning role at IDEX Consulting?
We would love to welcome a new Independent Financial Adviser – Client-Focused Wealth Planning to our team in Grantham, England, United Kingdom.
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