Associate Financial Adviser: Client-Focused Wealth Planning

IDEX Consulting; Greater London; On-site; GBP 50,000 - 60,000; Full time

Job summary

IDEX Consulting is recruiting an Associate Financial Adviser in London to deliver holistic, FCA-compliant financial advice across investments, pensions, protection and tax planning. You’ll work with paraplanners and adviser support, focusing on helping clients achieve their financial goals.

The role emphasises client relationships, regular reviews, and a collaborative team environment with strong development opportunities. Minimal travel and a desk-based setting are highlighted."

Qualifications

• Experience delivering regulated financial advice.
• Level 4 Diploma or equivalent.
• Current SPS.
• Chartered Financial Planner status or Level 6 qualification desirable.

Responsibilities

• Provide regulated financial advice via telephone and Teams.
• Review clients and identify planning opportunities.
• Develop tailored recommendations using central investment proposition.
• Prepare and present personalised financial plans and reports.
• Build long-term client relationships through regular reviews.

Skills

Regulated financial advice

Client relationships

Pensions investments

Communication skills

CPD commitment

Education

Level 4 Diploma in Regulated Financial Planning

SPS (Statement of Professional Standing)

Tools

CRM systems

Job description

IDEX Consulting is recruiting an Associate Financial Adviser in London to deliver holistic, FCA-compliant financial advice across investments, pensions, protection and tax planning. You’ll work with paraplanners and adviser support, focusing on helping clients achieve their financial goals.

The role emphasises client relationships, regular reviews, and a collaborative team environment with strong development opportunities. Minimal travel and a desk-based setting are highlighted."