IDEX Consulting Ltd

This practice prides itself on delivering high-quality, holistic financial advice built on trust, integrity, and genuine care. As a Chartered firm they uphold the highest standards of professionalism and client service and they are looking for the next key hire in London. We are looking for a talented, relationship-focused Chartered Financial Adviser to join the team at a key part of their growth journey The Role This is a rare opportunity to step into a well-established client-facing role, with the majority of your time spent advising and nurturing an existing portfolio of long-term clients. You'll also benefit from warm internal referrals and business development support to continue growing your book in a sustainable, high-quality way. Key Responsibilities: Deliver independent, whole-of-market advice across pensions, investments, protection, IHT, and tax planning Manage and develop relationships with a loyal base of existing clients Identify new advice...