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Are you passionate about empowering individuals to take control of their financial future? We are looking for a dedicated Wealth Guidance Specialist to support both existing and prospective clients who prefer to make their own financial decisions. In this role, you will provide guidance on essential financial concepts, including goal setting, account structure, taxation, risk, and investment choices. Your expertise will empower clients to make informed decisions and achieve their financial goals. This is an exceptional opportunity for diploma-qualified professionals to work with a diverse client base, hone their skills, and gain valuable experience from one of the country's most prestige firms. Key Responsibilities Deliver clear, accessible guidance on financial planning concepts, helping clients understand topics such as goal setting, taxation, and investment strategies. Take charge of your own schedule as clients book appointments directly via the website. Prepare for each call using internal resources and conduct any necessary research on specific client queries. Identify when clients require more specialsed support and connect them with appropriate financial planning and investment management experts. Essential Skills & Attributes Strong understanding of holistic financial planning topics Skilled at gathering client information using open and closed questions, with a personable and empathetic approach. Ability to tailor communication style to suit clients with varying levels of financial knowledge Build strong working relationships with internal teams to ensure a seamless client experience. Qualifications: Diploma qualified (Dip PFS) or equivalent. This firm offers a variety of benefits including a flexible/hybrid working, a generous bonus, private medical insurance, an excellent pension structure, and much more. If this role sounds like it could be for you, and you would like some more information please send your CV to Samantha.durbridge@idexconsulting.com Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. 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.

Are you passionate about empowering individuals to take control of their financial future? We are looking for a dedicated Wealth Guidance Specialist to support both existing and prospective clients who prefer to make their own financial decisions. In this role, you will provide guidance on essential financial concepts, including goal setting, account structure, taxation, risk, and investment choices. Your expertise will empower clients to make informed decisions and achieve their financial goals. This is an exceptional opportunity for diploma-qualified professionals to work with a diverse client base, hone their skills, and gain valuable experience from one of the country's most prestige firms. Key Responsibilities Deliver clear, accessible guidance on financial planning concepts, helping clients understand topics such as goal setting, taxation, and investment strategies. Take charge of your own schedule as clients book appointments directly via the website. Prepare for each call using internal resources and conduct any necessary research on specific client queries. Identify when clients require more specialsed support and connect them with appropriate financial planning and investment management experts. Essential Skills & Attributes Strong understanding of holistic financial planning topics Skilled at gathering client information using open and closed questions, with a personable and empathetic approach. Ability to tailor communication style to suit clients with varying levels of financial knowledge Build strong working relationships with internal teams to ensure a seamless client experience. Qualifications: Diploma qualified (Dip PFS) or equivalent. This firm offers a variety of benefits including a flexible/hybrid working, a generous bonus, private medical insurance, an excellent pension structure, and much more. If this role sounds like it could be for you, and you would like some more information please send your CV to Samantha.durbridge@idexconsulting.com Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. 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.

My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed adviser. Following a recent acquisition they have an opportunity for an experienced Financial Adviser to inherit a good quality book of clients to service and develop further. This role offers home based / remote working with access to a local office. In return: £50,000 - £75,000 basic salary + car allowance Excellent Bonus Scheme Paraplanning and Administrative support Key Responsibilities as our Independent Financial Adviser will include: Reviewing and responding to clients changing needs and financial circumstances, keeping Introducers and Clients up to date with new financial products, or changes to legislation that may affect their Clients' pensions, savings, investments and financial plans. Develop new business from new/existing clients and professional introducers and company leads. Developing and maintaining good client & introducer relationships through meetings and seminars. Conducting in-depth reviews of clients financial circumstances, current provision and future aims and objectives whilst analysing information, conducting research and preparing financial planning reports best suited to the individual client requirements covering all areas of advice. What we are looking for in our ideal Independent Financial Adviser: Diploma in Regulated Financial Planning (or FCA approved equivalent) and to maintain CF30 status in accordance with the FCA regulations. Clear demonstration of a client focused approach with a well presented and articulate manner and dedication to doing the right thing for clients. Excellent interpersonal skills, approachability, and professionalism. Harnessing IT skills to embrace the new virtual/digital ways to communicate with clients. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. 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.

I'm currently partnered with a national independent financial planning firm, who are looking for a Senior Paraplanner to join their team in Cheltenham. This company holds an outstanding reputation and has over eight offices located all across the country. This role requires a highly experienced individual with strong technical expertise, as you will be supporting one of the firm's primary Advisors. Key Responsibilities Assess clients' financial needs and recommend solutions. Prepare suitability reports for Financial Planners. Use financial tools to support advice and evidence client objectives. Ensure accurate client data and maintain CRM records. Research and gather information on financial plans. Submit and track business applications, ensuring compliance. Support client communications and resolve issues. Ensure regulatory compliance and support complaint resolution. Essential Skills & Experience Need to live commutable distance from Cheltenham. Diploma in Regulated Financial Planning. 3+ years as a Paraplanner. Strong knowledge of pensions, investments, and compliance. Skilled in report writing, communication, and case management. IFA support experience, with attention to detail and deadlines. Benefits Pension, private medical, income protection, and life cover. Generous holiday, flexible working, and subsidised parking. Employee-focused, supportive work culture. If this role sounds like it could be for you, and you would like some more information, please send your CV to Samantha.durbridge@idexconsulting.com Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. 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.

A national financial advice firm is looking for a Paraplanner to join their growing team. This role will provide paraplanning support to Planners, ensuring high levels of client service and compliance are delivered. Key Accountabilities Include Preparing client files and client reviews. Building cash flow models. Preparing recommendations and suitability reports. Identifying areas for planning. Undertaking research both independently and with the Financial Planner to identify suitable solutions to meet the clients need. Preparing information/comparisons for analysis by Planner Overseeing implementation of recommendations, completion of application forms and ensuring all compliance is in order. Establishing and building strong relationships with clients. Person Specification Knowledge Excellent understanding of the financial planning process. Good technical knowledge in a wide range of product areas - pensions, investments, IHT planning, tax planning, protection. Excellent suitability report writing skills. Keep up to date with new product, technical and legislative changes within the marketplace. Experience Experience in a Paraplanning role. Experience using client cash-flow modelling software preferable. Qualifications Diploma in Financial Planning or equivalent. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. 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.