Independent Financial Adviser – Wealth Planning
Listed on 2026-10-11
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
IDEX Consulting is seeking an experienced Independent Financial Adviser to join the wealth management team in Grantham or Newark. You will advise clients across investments, pensions and inheritance tax planning, managing an existing portfolio while developing new business opportunities.
This client-focused role requires SPS, a Diploma in financial planning, and strong regulatory knowledge. A full UK driving licence and willingness to travel to other offices are essential for this position.
As a Independent Financial Adviser – Wealth Planning, you will play an important part at IDEX Consulting in Newark on Trent, England, United Kingdom.
The position is based in Newark on Trent, England, United Kingdom.
This opportunity is part of our work in Finance.
The advertised compensation is 42.000 - 66.000.
We aim to respond to suitable candidates as soon as possible.
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