Associate Financial Advisor

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

Job summary

IDEX Consulting Ltd in London is seeking an experienced Associate Financial Adviser to join a growing wealth management business. You'll provide high-quality financial planning to an established client bank while building long-term relationships.

The role focuses on regulated financial advice across investments, pensions and protection, with minimal travel, strong paraplanning support and a desk-based environment.

Qualifications

• Level 4 Diploma in Regulated Financial Planning (or equivalent).
• Current SPS (Statement of Professional Standing).
• Demonstrable experience providing regulated financial advice (1+ year).
• Chartered Financial Planner status or Level 6 qualification.
• Experience using CRM systems.

Responsibilities

• Provide regulated financial advice via telephone and MS Teams.
• Conduct comprehensive client reviews and identify planning opportunities.
• Develop tailored recommendations using the centralised investment proposition.
• Prepare and present personalised financial plans and suitability reports.
• Build long-term client relationships through regular reviews and proactive communication.
• Identify opportunities to grow existing client relationships.

Skills

CRM systems

Client relationships

Communication

Education

Level 4 Diploma in Regulated Financial Planning

Statement of Professional Standing (SPS)

Chartered Financial Planner or Level 6

Experience with FCA compliance

Tools

CRM software

Job description

Salary: £50,000 - £60,000 + Bonus and excellent benefits

Are you a qualified Financial Adviser looking for a role where you can focus on delivering exceptional advice without the demands of constant travel?

I’m recruiting for an experienced Associate Financial Adviser to join a growing, client-focused wealth management business in London. This is an excellent opportunity to work with an established client bank, providing high-quality financial planning while building long-term relationships and delivering outstanding client outcomes.

The Role

As part of a collaborative advice team, you'll provide holistic, FCA-compliant financial advice across investments, pensions, protection and tax planning. You'll work closely with paraplanners and adviser support colleagues, allowing you to focus on what you do best—helping clients achieve their financial goals.

You'll be responsible for:

• Providing regulated financial advice via telephone and Microsoft Teams.
• Conducting comprehensive client reviews and identifying financial planning opportunities.
• Developing tailored recommendations using the firm's centralised investment proposition.
• Preparing and presenting personalised financial plans and suitability reports.
• Building long-term client relationships through regular reviews and proactive communication.
• Identifying opportunities to develop existing client relationships and contribute to business growth.
• Maintaining high standards of compliance in line with FCA regulations and Consumer Duty.
• Working collaboratively with paraplanners, adviser support and the wider business to deliver exceptional client outcomes.

What We’re Looking For

• Level 4 Diploma in Regulated Financial Planning (or equivalent).
• Current Statement of Professional Standing (SPS).
• Demonstrable experience providing regulated financial advice. This can be 1 year plus experience
• CAS NOT a prerequisite
• Chartered Financial Planner status or Level 6 qualification.
• Experience using CRM systems.

About You

You'll be someone who genuinely enjoys building trusted client relationships and delivering advice that makes a real difference.

You'll also have:

• Strong technical knowledge across pensions, investments and protection.
• Excellent communication and relationship‑building skills.
• A client‑first approach with high ethical standards.
• The ability to explain complex financial concepts in a clear, engaging way.
• A collaborative mindset and desire to contribute positively to the wider team.
• A commitment to continuous professional development.

Why Join?

• Competitive basic salary of £50,000 - £60,000 depending on experience and qualifications.
• Established client-focused business with an excellent reputation.
• Primarily desk-based role with minimal travel.
• Collaborative environment with dedicated paraplanning and adviser support.
• Opportunity to build lasting client relationships rather than chase new business.
• Supportive culture that encourages professional development and career progression.

If you're a relatively newly qualified Financial Adviser looking for a role where you can concentrate on delivering high-quality financial planning while being supported by an experienced team, we'd love to hear from you.