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Senior IFA – Holistic Private-Client Financial Advisor

Job in Liverpool, Merseyside, L1, England, UK
Listing for: IDEX Consulting
Full Time position
Listed on 2026-10-10
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 45000 - 65000 GBP Yearly GBP 45000.00 65000.00 YEAR
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.

This posting is for the Senior IFA – Holistic Private-Client Financial Advisor role at IDEX Consulting, based in Liverpool, England, United Kingdom.

We are looking to fill the Senior IFA – Holistic Private-Client Financial Advisor position at IDEX Consulting in Liverpool, England, United Kingdom.

The Senior IFA – Holistic Private-Client Financial Advisor role at IDEX Consulting is now open for applications in Liverpool, England, United Kingdom.

Position Requirements
10+ Years work experience
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