Remote Financial Adviser - Inherited Client Bank

IDEX Consulting Ltd.; East Midlands; A distancia; GBP 50.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Fully remote

Flexible salary

Paraplanning support

Descripción de la vacante

IDEX Consulting Ltd. is supporting a well-established independent wealth management firm in recruiting an experienced Financial Adviser.

The role focuses on nurturing an existing private client bank and delivering holistic financial planning from day one. This fully remote position offers a flexible basic salary aligned to experience, with full paraplanning and administrative support, and clear opportunities for long‑term progression within a growing wealth management business.

Formación

• Diploma level 4 (or higher) required.
• Proven track record delivering holistic financial advice.
• Strong relationship-building and communication skills.
• Client-focused with commitment to high-quality advice.
• Comfortable working remotely within a wider team.

Responsabilidades

• Manage and develop an existing portfolio of private clients.
• Deliver holistic financial planning across pensions, investments, protection and retirement planning.
• Conduct regular client reviews and identify opportunities to enhance client outcomes.
• Build long-term relationships through outstanding service and trusted advice.
• Work closely with paraplanning and administrative support teams to focus on advising clients.
• Ensure all advice is delivered in line with FCA regulations and internal compliance standards.

Conocimientos

Relationship-building

Communication skills

Client-focused

Educación

Diploma level 4

Descripción del empleo

IDEX Consulting Ltd. is supporting a well-established independent wealth management firm in recruiting an experienced Financial Adviser.

The role focuses on nurturing an existing private client bank and delivering holistic financial planning from day one. This fully remote position offers a flexible basic salary aligned to experience, with full paraplanning and administrative support, and clear opportunities for long‑term progression within a growing wealth management business.