IFA
Job in
Guildford, Surrey County, GU1, England, UK
Listed on 2026-08-18
Listing for:
IDEX Consulting
Full Time
position Listed on 2026-08-18
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
A highly respected independent financial planning firm is seeking an experienced Financial Adviser to join its growing team. This is a rare opportunity to inherit an established client bank from day one while benefiting from a consistent flow of high-quality new client introductions.
What's on offer?
Inherit approximately 30 existing clients (10m AUM)
Receive 2-3 pre-qualified client introductions every week
Full administration and paraplanning support
No aggressive sales culture
Professional, ethical and client-focused environment
Long-term career growth with a successful and expanding firm
You'll provide holistic financial planning advice, build lasting client relationships and help clients achieve their financial goals while being supported by an experienced team.
Level 4 diploma qualified
Competent Adviser Status Proven Financial Adviser/wealth management experience
Strong relationship-building and client management skills
Local to Guildford and willing to be office based
If you're passionate about delivering exceptional advice and want to join a firm that values integrity, professionalism and long-term client relationships please contact me directly or apply via the link.
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.
Discipline(s):
Financial Services Job type:
Permanent
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