Financial Advisor

IDEX Consulting Ltd; London; Hybrid; GBP 60,000 - 75,000; Full time

Job summary

A leading financial advisory firm is seeking a Chartered Financial Adviser in London. This role offers a unique opportunity to manage a portfolio of existing clients while receiving support from a dedicated team. The position emphasizes independence, relationship management, and ethical standards, ensuring high-quality financial advice. The firm values long-term relationships and provides the necessary resources for career growth within a supportive culture.

Benefits

Hybrid working options

Dedicated paraplanning and admin support

Access to market-leading technology and training

Progression opportunities and CPD support

Qualifications

• Minimum 3 years of experience as a Financial Adviser.
• Strong interpersonal skills and confidence in handling complex client needs.
• Team player focused on long-term relationships.

Responsibilities

• Deliver independent, whole-of-market advice across pensions and tax planning.
• Manage relationships with an existing portfolio of clients.
• Identify new advice opportunities through referrals.

Skills

Interpersonal skills

Relationship management

Advisory skills

Education

Chartered Financial Adviser qualification

Job description

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IDEX Consulting Ltd provided pay range

This range is provided by IDEX Consulting Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from IDEX Consulting Ltd

Supporting Financial Planners and Paraplanners to accelerate their careers in London and the South East

Financial Adviser – Chartered (or close to)

London central - (Hybrid working available)

Up to £75,000 basicplus performance-based bonuses and company benefits

Clients to inherit from day one

This practice prides itself on delivering high-quality, holistic financial advice built on trust, integrity, and genuine care. As a Chartered firm they uphold the highest standards of professionalism and client service and they are looking for the next key hire in London.

We are looking for a talented, relationship-focused Chartered Financial Adviser to join the team at a key part of their growth journey

The Role

This is a rare opportunity to step into a well-established client-facing role, with the majority of your time spent advising and nurturing an existing portfolio of long-term clients. You’ll also benefit from warm internal referrals and business development support to continue growing your book in a sustainable, high-quality way.

Key Responsibilities:

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

Requirements:

• Minimum 3 years of experience as a Financial Adviser
• Strong interpersonal and relationship management skills
• Confidence in dealing with complex client needs and high-net-worth individuals (£1 million plus average case size)
• Based in or near London with flexibility for face-to-face and remote meetings
• A team player who values long-term relationships over short-term gains

Why could this opportunity be for you?

• A supportive, client-first culture backed by financial and tech focused support
• A book of existing clients ready for you to manage and grow
• Hybrid working options
• Dedicated paraplanning and admin support to allow you to focus on what you do best
• Access to market-leading technology, compliance, and training
• Clear progression opportunities and CPD support

Next steps?

If you're an experienced, Chartered Adviser looking to join a values-led firm that empowers you to do your best work, we'd love to hear from you. Please send your cv or use the contact info below for a confidential discussion

Contact David Elders on 07407626734 or [e-mail]

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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