Junior Financial Adviser

IDEX Consulting; Worcester; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

A respected IFA firm in Worcester is seeking a Junior Financial Adviser to manage established high-net-worth clients and provide financial advice across investments, pensions, and trusts. This role offers flexibility, support, and genuine opportunities for career advancement. Candidates should hold a Level 4 Diploma in Financial Planning and possess strong technical knowledge and a client-focused approach.

Benefits

Full admin & paraplanning support

Flexible working options

Career growth opportunities

Qualifications

• Strong technical knowledge across a broad range of financial products.
• Proven ability to provide first-class financial advice.
• Client-focused with a strong ethical grounding.

Responsibilities

• Inherit a warm client bank and manage client relationships.
• Provide comprehensive financial advice across several sectors.
• Work with admin and paraplanning support to optimize client interactions.

Skills

Client-focused ethics

Technical knowledge in financial products

Proven track record in financial advice

Education

Level 4 Diploma in Financial Planning

Job description

Are you a Junior Financial Adviser (restricted or whole of market) looking to take your career to the next level? This is an outstanding opportunity to join an established and respected IFA firm with a thriving client base in the Worcester area.

Why this opportunity stands out:

• Established HNW Clients to Inherit- step straight into a warm client bank with strong long-term relationships.
• Full Admin & Paraplanning Support- backed by the latest technology and AI tools, giving you more time to focus on client relationships.
• Flexible Working- access to a local office when needed, but freedom to manage your own diary and work-life balance.
• Career Growth- direct support from an experienced Regional Director to help you achieve your personal and professional goals.
• Broad Scope of Advice- work across investments, pensions, protection, IHT, and trusts.

About You

• Qualified to Level 4 Diploma in Financial Planning
• Proven track record in providing first-class financial advice.
• Strong technical knowledge across a broad range of products.
• Client-focused, ethical, and motivated to deliver excellent outcomes.

This is more than just a Financial Adviser position- it's the chance to inherit clients, enjoy genuine flexibility, and be part of a supportive environment where you can thrive.

If you're ready to explore this exciting opportunity, apply today or get in touch for a confidential discussion.

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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.