Associate Financial Advisor

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

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

Essential

• 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

Desirable

• Chartered Financial Planner status or Level 6 qualification.
• Experience using CRM systems.
• Specialist financial planning qualifications.

About You

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

• 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.

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.