Chartered Financial Adviser – High‑Net‑Worth London Portfolio

IDEX Consulting Ltd.; Greater London; Hybrid; GBP 70,000 - 120,000; Full time

Benefits offered by this job

Hybrid working

Paraplanning support

CPD access

Tech training

Job summary

IDEX Consulting Ltd. in London seeks a Chartered Financial Adviser to join a well-established, client-facing team and manage an existing portfolio with high-net-worth clients.

Deliver independent, whole-of-market advice across pensions, investments, protection, IHT and tax planning; nurture relationships; and identify new opportunities through reviews and referrals. You will work with a dedicated paraplanning and admin support, enjoy hybrid working, access to leading technology and training, and

Qualifications

• Level 6 Chartered Financial Planner qualification or close to.
• Proven experience as a Financial Adviser.
• Strong interpersonal and relationship management skills.
• Ability to handle high-net-worth clients (£1M+ average case size).
• Based in or near London with flexibility for face-to-face and remote meetings.

Responsibilities

• Deliver independent, whole-of-market advice across pensions, investments, protection, IHT, and tax planning
• Manage and develop relationships with an existing client base
• Identify new advice opportunities through reviews, referrals, and internal channels
• Collaborate with paraplanning and admin team to ensure smooth, compliant process
• Maintain high professional and ethical standards in line with Chartered status

Skills

Relationship management

Client-facing

Excellent communication

Financial planning

Education

Level 6 Chartered Financial Planner (or close)

Tools

CRM software

Market data platforms

Job description

IDEX Consulting Ltd. in London seeks a Chartered Financial Adviser to join a well-established, client-facing team and manage an existing portfolio with high-net-worth clients.

Deliver independent, whole-of-market advice across pensions, investments, protection, IHT and tax planning; nurture relationships; and identify new opportunities through reviews and referrals. You will work with a dedicated paraplanning and admin support, enjoy hybrid working, access to leading technology and training, and