I am working with an award winning Independent Financial Adviser organisation who are looking to hire an experienced Financial Planner into a niche part of their advisor proposition.

The role will be in a partnership with a Building Society and you will provide whole of the market advice to the customers in branches across the the above areas. There is a huge client base to work with and an incredible amount of warm leads provided by the branch network.

You must be prepared to travel to the different branches when needed and advice will be given both face to face in branch and clients homes and also over video call. You will provide advice across the whole advice range except mortgages and will deal with a large variety of clients.

It's a superb opportunity own a patch and really develop something exceptional. You will be provided with full training and back office support which will allow you to do what you do best!

We are looking to speak to interested individuals from both a whole of market or restricted advice background.

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.