IDEX Consulting Ltd

We are working with a rapidly growing financial services firm seeking ambitious, recently qualified advisers to join their expanding team. This is a fantastic opportunity for individuals from a support or administrative background who are diploma-qualified and eager to transition into a client-facing Financial Adviser role, or for early-career advisers looking to take the next step. Why this role? Full training and ongoing development through an in-house academy, ensuring you are fully supported in building your career. Work with a ready-made client base - no need to start from scratch - and develop long-term relationships providing financial guidance. Collaborative, inclusive culture with modern offices, annual company events, and a strong focus on professional development and employee well-being. What you'll do: Conduct client fact-finding meetings and financial reviews to understand objectives, risk appetite, and circumstances. Build tailored financial plans...