IDEX Consulting Ltd

Our client is on a mission to make financial advice more accessible, affordable and impactful for a wider range of clients. Due to continued growth, they are looking to appoint an experienced Financial Adviser to join their highly successful wealth management team. This is an exceptional opportunity for an Adviser seeking the backing of a well-established national business, access to a substantial flow of referrals and the autonomy to provide holistic financial planning advice. The Opportunity As a Personal Wealth Adviser, you will deliver tailored financial planning solutions to both new and existing clients. Taking a holistic approach, you'll build long-term relationships by understanding each client's circumstances, goals and aspirations, creating financial plans that evolve alongside their needs. You'll utilise cashflow modelling and financial planning tools to provide clear, insightful recommendations while benefiting from our client's robust systems, infrastructure and...