Associate Financial Advisor

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

Benefits offered by this job

Bonus

Excellent benefits

Desk-based role

Minimal travel

Job summary

IDEX Consulting Ltd in London is seeking an Associate Financial Adviser to join a client-focused wealth management business. You will deliver FCA-compliant financial planning across investments, pensions and protection, focusing on quality advice and long-term client relationships.

The role is desk-based with minimal travel, offering a salary of £50,000-£60,000 plus bonus and excellent benefits, with strong paraplanner and support teams to help you focus on delivering tailored recommendations

Qualifications

• Qualified in financial planning with FCA regulation knowledge.
• Level 4 Diploma in Regulated Financial Planning or equivalent.
• Current SPS status is required.
• Chartered Financial Planner status or Level 6 qualification preferred.
• Experience providing regulated financial advice (1+ year).

Responsibilities

• Provide regulated financial advice via telephone and Teams.
• Conduct client reviews and identify planning opportunities.
• Develop tailored recommendations using the firm's investment proposition.
• Prepare and present personalised financial plans and suitability reports.
• Build long-term client relationships through regular reviews.
• Identify opportunities to grow existing client relationships.
• Maintain FCA compliance and Consumer Duty standards.
• Collaborate with paraplanners and adviser support.

Skills

Client relationship building

Communication skills

Regulatory knowledge

Financial planning

CRM systems

Education

Level 4 Diploma in Regulated Financial Planning

Current SPS (Statement of Professional Standing)

Chartered Financial Planner status or Level 6 qualification

Tools

CRM systems

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.