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Senior Financial Advisor - Hybrid, HNW Clients, AI

Remote / Online - Candidates ideally in
Liverpool, Merseyside, L1, England, UK
Listing for: IDEX Consulting Ltd
Full Time, Remote/Work from Home position
Listed on 2026-06-14
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Position: Senior Financial Advisor - Hybrid, HNW Clients, AI Support

IDEX Consulting Ltd is seeking a Financial Advisor based in Kent, offering hybrid and home-based working options. The position allows you to inherit a substantial client base while providing first-class financial advice.

With a supportive team and autonomy in your schedule, this role is tailored for experienced advisors, ideally level 6 qualified or on the path to achieve it, with strong product knowledge in Investments, Pensions, Protection, IHT, and Trusts.

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Position Requirements
10+ Years work experience
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