Financial Advisor

IDEX Consulting; Cambridgeshire and Peterborough; Hybrid; GBP 40,000 - 70,000; Full time

Job summary

A leading financial planning firm in Cambridgeshire seeks an experienced Financial Advisor to deliver tailored advice on pensions, investments, and estate planning. This hybrid role requires strong client relationships and the ability to utilize cash-flow modelling tools effectively. Ideal candidates will possess a Level 6 qualification or be Level 4 with progress on additional exams. A client-focused and commercial awareness is essential for success in this supportive environment.

Qualifications

• Experience in advising private clients on pensions, investments, and estate planning.
• Level 6 qualified would be ideal but level 4 qualified will be considered.
• Strong knowledge of investment solutions and retirement strategies.

Responsibilities

• Deliver regulated advice across pensions, investments, and estate planning.
• Build strong relationships with clients and recommend tailored solutions.
• Manage your own client portfolio and ensure compliance with regulatory requirements.

Skills

Experience in advising private clients

Strong knowledge of investment solutions

Excellent interpersonal and communication skills

Strong organisational skills

Commercial awareness

Education

Level 6 qualified

Level 4 with progress on additional exams

Tools

Cash-flow modelling tools

Job description

About the practice

A well-established financial planning firm with decades of success and client growth across Cambridgeshire and the Midlands. They provide bespoke advice across pensions, investments, estate planning, and mortgages. The Financial Advisors enjoy full back office support including administration and paraplanning and will inherit an established and loyal client portfolio and the means to grow and develop your client book further. This is an exciting opportunity for an experienced adviser seeking long-term career development within a supportive, professional, and collaborative environment.

Ideal applicant

• Experience in advising private clients on pensions, investments, retirement planning, and estate planning
• Level 6 qualified would be ideal but level 4 with progress on additional exams will certainly be considered
• A keen user of technology, with the ability to utilise cashflow modelling tools to demonstrate financial planning outcomes
• Proven ability to deliver tailored, compliant advice and develop long-term client relationships
• Strong knowledge of investment solutions, tax-efficient planning, and retirement strategies
• Excellent interpersonal and communication skills, with a client-focused approach
• Strong organisational skills and attention to detail
• Commercial awareness, with the ability to identify and develop business opportunities

Role & Responsibilities

• Deliver regulated advice across pensions, investments, estate planning, and wealth management
• Build strong relationships with clients, understanding their financial goals and recommending suitable, tailored solutions
• Proactively use cash-flow modelling software to present and explain planning outcomes in a clear, client-friendly way
• Manage your own client portfolio, including reviews, ongoing advice, and compliance with all regulatory requirements
• Collaborate with the firm's support teams to ensure efficient administration and reporting, freeing you to focus on client-facing work
• Actively pursue new business opportunities, including referrals from existing clients and networking

This is a hybrid position where you will effectively manage your diary but there will be requirements for time in the office week where you will meet clients and work collaboratively with your colleagues.

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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.