Independent Financial Adviser – Wealth Planning

IDEX Consulting; Newark on Trent; On-site; GBP 42,000 - 66,000; Full time

Job summary

IDEX Consulting is seeking an experienced Independent Financial Adviser to join the wealth management team in Grantham or Newark. You will advise clients across investments, pensions and inheritance tax planning, managing an existing portfolio while developing new business opportunities.

This client-focused role requires SPS, a Diploma in financial planning, and strong regulatory knowledge. A full UK driving licence and willingness to travel to other offices are essential for this position.

Qualifications

• Diploma level qualification in financial planning or equivalent.
• Current SPS is required.
• Experience providing regulated financial advice in the UK.
• Strong communication and relationship-building skills.
• Full UK driving licence and willingness to travel.

Responsibilities

• Provide ongoing financial planning and wealth management services to existing clients.
• Build and maintain long-term client relationships.
• Develop new financial services opportunities with professional colleagues.
• Review client portfolios in line with service arrangements.
• Conduct detailed client meetings to identify objectives and recommend 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 complies with FCA regulations and internal policies.
• Collaborate with Compliance to meet regulatory requirements.
• Deliver exceptional client service and act in clients' best interests.
• Promote the firm's reputation through professionalism and client care.

Skills

Communication skills

Relationship-building

Analytical thinking

Problem-solving

Client-focused approach

Professionalism

Confidentiality

Organisational skills

Education

Diploma in Financial Planning

Statement of Professional Standing (SPS)

Degree (Desirable)

Tools

Microsoft Office

Job description

IDEX Consulting is seeking an experienced Independent Financial Adviser to join the wealth management team in Grantham or Newark. You will advise clients across investments, pensions and inheritance tax planning, managing an existing portfolio while developing new business opportunities.

This client-focused role requires SPS, a Diploma in financial planning, and strong regulatory knowledge. A full UK driving licence and willingness to travel to other offices are essential for this position.