Job description
About the practice:
A well-established financial planning firm with decades of success and client growth across Cambridgeshire and the Midlands. They provide bespoke advice across pensions, investments, estate planning, and mortgages.
The Financial Advisors enjoy full back office support including administration and paraplanning and will inherit an established and loyal client portfolio and the means to grow and develop your client book further.
This is an exciting opportunity for an experienced adviser seeking long-term career development within a supportive, professional, and collaborative environment.
What's an ideal applicant?
- Experience in advising private clients on pensions, investments, retirement planning, and estate planning
- Level 6 qualified would be ideal but level 4 with progress on additional exams will certainly be considered
- A keen user of technology, with the ability to utilise cashflow modelling tools to demonstrate financial planning outcomes
- Proven ability to deliver tailored, compliant advice and develop long-term client relationships
- Strong knowledge of investment solutions, tax-efficient planning, and retirement strategies
- Excellent interpersonal and communication skills, with a client-focused approach.
- Strong organisational skills and attention to detail
- Commercial awareness, with the ability to identify and develop business opportunities
Role & Responsibilities
- Deliver regulated advice across pensions, investments, estate planning, and wealth management
- Build strong relationships with clients, understanding their financial goals and recommending suitable, tailored solutions
- Proactively use cash-flow modelling software to present and explain planning outcomes in a clear, client-friendly way
- Manage your own client portfolio, including reviews, ongoing advice, and compliance with all regulatory requirements
- Collaborate with the firm's support teams to ensure efficient administration and reporting, freeing you to focus on client-facing work
- Actively pursue new business opportunities, including referrals from existing clients and networking
This is a hybrid position where you will effectively manage your diary but there will be requirements for time in the office week where you will meet clients and work collaboratively with your colleagues.
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.
