IFA

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

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:

• Level 6 Chartered Financial Planner (or equivalent) qualification (or very close to)
• Proven 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

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.