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Financial Advisor

  • Salary: £40000 - £50000 per annum + benefits package
  • Location: Manchester, Greater Manchester
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    21 Sep 2020
  • Job reference: 34597

Are you from a regulated financial planning background looking for a new challenge? Are you an Adviser committed to help educate consumers on the importance of financial well-being while offering them the opportunity to access financial services in an accessible and affordable way?

The role

  • Helping to create and be involved in delivering financial well-being content at seminars and other employer events
  • With your experience of the financial services industry you will help to develop their advice proposition, looking for opportunities to enhance customer experience as this is what they are all about
  • You will support the advice team with your knowledge by supporting and mentoring team members
  • There will also be opportunities to provide restricted regulated financial advice via telephone or video call where appropriate
  • Human interaction is required to provide personal recommendations or guidance

The candidate

  • Level 4 qualified with the desire to reach chartered status, if not already
  • You'll come from a background which has given you market experience in a range of different advice areas including at retirement; alongside understanding of regulatory framework coupled with a strong compliance record
  • Excellent communication skills and innovate ideas to truly deliver an amazing customer experience


  • Regular pay reviews
  • Bonus scheme
  • Flexible hours - including evenings and weekends
  • Work from home opportunities
  • Company events and social hours
  • Casual dress
  • Life insurance
  • Benefits platform
  • Part time or full time is available

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 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.

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