Financial Advisor

IDEX Consulting; Grantham; On-site; GBP 45,000 - 65,000; Full time

Job summary

IDEX Consulting is recruiting an experienced Independent Financial Adviser to join our wealth management team in Grantham or Newark. You will manage an existing client portfolio and deliver holistic financial advice across investments, pensions and inheritance tax planning.

You will work alongside colleagues to generate new business opportunities, ensuring compliance with FCA regulations and delivering an outstanding level of service to clients. A full UK driving licence is essential.

Qualifications

• Must hold a Diploma level qualification in financial planning (or equivalent).
• Current SPS (Statement of Professional Standing).
• Strong knowledge of investments, pensions and inheritance tax planning.
• Experience providing regulated financial advice within the UK.
• Excellent communication and relationship-building skills.
• Proactive, client-focused approach with high professionalism.
• Ability to manage multiple client relationships.
• Full UK driving licence and access to own vehicle for business travel.

Responsibilities

• Provide ongoing financial planning and wealth management services to existing clients.
• Build and maintain long-term client relationships.
• Work alongside colleagues to develop new financial services opportunities.
• Review client portfolios in line with ongoing service arrangements.
• Conduct detailed client meetings to identify financial objectives and recommend suitable solutions.
• Research the market and provide tailored advice across investments, pensions and inheritance tax planning.
• Maintain accurate records using the firm’s case management system.
• Ensure all advice is delivered in line with FCA regulations and internal policies.
• Work closely with Compliance to ensure all regulatory requirements are met.
• Always act in the best interests of clients while delivering an outstanding level of service.
• Promote the firm’s reputation through professionalism and excellent client care.

Skills

Communication skills

Relationship-building

Investments & pensions knowledge

Education

Diploma level qualification in financial planning

Statement of Professional Standing (SPS)

Tools

MS Office

Job description

Our client is a well-established professional services firm with a highly regarded wealth management division. They are looking to recruit an experienced Independent Financial Adviser to join their growing team based in either Grantham or Newark.
This is an excellent opportunity for an Adviser who enjoys building long-term client relationships, delivering holistic financial advice and working within a supportive, professional environment.

The Opportunity

As an Independent Financial Adviser, you will provide expert financial advice across a broad range of wealth management areas, including investments, pensions and inheritance tax planning.
You’ll manage an existing client portfolio while also working closely with professional colleagues to develop new business opportunities. This is a client-focused role where you’ll be responsible for delivering exceptional service while maintaining the highest standards of professionalism and regulatory compliance.
Although based in either Grantham or Newark, there may be occasional travel to support other offices, so flexibility and a full UK driving licence are essential.

Key Responsibilities

• Provide ongoing financial planning and wealth management services to existing clients
• Build and maintain strong, long-term client relationships
• Work alongside professional colleagues to develop new financial services opportunities
• Review client portfolios in line with agreed ongoing service arrangements
• Conduct detailed client meetings to identify financial objectives and recommend suitable solutions
• Research the market and provide tailored advice across investments, pensions and inheritance tax planning
• Maintain accurate records using the firm’s case management system
• Ensure all advice is delivered in line with FCA regulations, internal policies and industry best practice
• Work closely with Compliance to ensure all regulatory requirements are met
• Always act in the best interests of clients while delivering an outstanding level of service
• Promote the firm’s reputation through professionalism and excellent client care

About You

Our client is looking for an experienced Independent Financial Adviser with strong technical knowledge and a genuine passion for helping clients achieve their financial goals.

You will have:

• Diploma level qualification in financial planning (or equivalent)
• A current Statement of Professional Standing (SPS)
• Strong technical knowledge of investments, pensions and inheritance tax planning
• Experience providing regulated financial advice within the UK
• Excellent communication and relationship-building skills
• Strong analytical and problem-solving abilities
• A proactive and client‑focused approach
• High levels of professionalism, integrity and confidentiality
• Strong organisational skills with the ability to manage multiple client relationships
• Proficiency in Microsoft Office applications
• A full UK driving licence and access to your own vehicle for business travel

Desirable

• Degree or equivalent qualification
• Experience with trust investments
• Experience using financial planning or case management systems
• Knowledge of data protection and confidentiality requirements

What Our Client Offers

• The opportunity to join a respected and growing wealth management team
• An established client base with opportunities to develop new business
• A collaborative and professional working environment
• Ongoing career development and professional support
• Competitive salary based on experience
• The chance to work for a business with an excellent reputation for client service and professional excellence

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.