IDEX Consulting Ltd

Our client is a well-established and highly respected independent wealth management firm with a strong reputation for delivering holistic financial planning to private clients. Due to continued growth, they are looking to appoint an experienced Financial Adviser to join their team. This is an excellent opportunity for an Adviser who wants to focus on building client relationships rather than generating business from scratch. From day one, you'll inherit an established and recurring client bank, predominantly based across the East Midlands, allowing you to hit the ground running while benefiting from ongoing support and opportunities to develop your portfolio. The role is fully remote, offering genuine flexibility alongside a competitive salary package tailored to your experience. The Role Manage and develop an existing portfolio of private clients Deliver holistic financial planning across pensions, investments, protection and retirement planning Conduct regular client...