Senior IFA – Holistic Private-Client Financial Advisor
Job in
Liverpool, Merseyside, L1, England, UK
Listed on 2026-09-04
Listing for:
IDEX Consulting
Full Time
position Listed on 2026-09-04
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
IDEX Consulting is seeking an experienced Independent Financial Advisor to join its growing private-client team in the North West, with offices in Manchester and Liverpool.
You will provide holistic financial planning across savings and investments, tax and estate planning, and pension and retirement planning; working with the businesses existing client portfolio whilst growing the opportunity to win new business via networking, research and marketing.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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