Desk-Based Associate Financial Adviser — Client-Focused

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

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.