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Chartered Adviser

Job description

This is a fantastic opportunity for an experienced Chartered Financial Planner to work with a company that helps their clients solve complex issues through innovative and forward-thinking solutions.
Providing trustworthy, high quality, financial support and solutions. Through friendly, personal advice - 'supercharged' with high levels of tech.

You should be qualified to level 6 and have attained Chartered status. Client centric - with excellent interpersonal and communication skills and high levels of technical knowledge.


  • Supporting distribution efforts, e.g. delivering and attending webinars/seminars for large employers
  • Contribute to the evolution and growth of our business and propositions through sharing views, knowledge and expertise with other team members
  • Contacting clients and setting up meetings, either on-line, within an office environment or in clients' homes or business premises
  • Conducting in-depth assessments of clients' financial circumstances, current provision and future aims
  • Completing investment risk analyses using attitude to investment risk questionnaires
  • Researching the marketplace and providing clients with information on new and existing products and services
  • Analysing information and preparing plans best suited to individual clients' requirements
  • Designing financial strategies
  • Meeting all regulatory aspects of the role, e.g. requirements for disclosure, costs of the services or products provided whilst accepting responsibility for the advice provided
  • Promoting and recommending financial products and services to meet given or negotiated sales targets
  • Keeping up to date with financial products and legislation
  • Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
  • Reviewing and responding to clients changing needs and financial circumstances


  • Competitive salary + full corporate package and bonus structure
  • Client book and quality lead pool
  • Hybrid role - agile and flexible working policies
  • Full Administration and Paraplanning support

If you are interested in being part of this forward-thinking, diverse financial planning company - and are keen be able to add value to their social and environmentally responsible proposition.

Then please contact me in the first instance for further information.

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.