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Job description

A directly authorised IFA business on the outskirts of Cardiff is seeking an IFA to join the business.
The successful IFA will provide high-quality, professional financial planning with clearly defined service levels and a transparent fee structure.
Working alongside their accountancy business, the opportunity to build relationships both internally and externally to grow the client book are vast and the role provides clients with c.£100k ongoing fees.

Basic Salary £35,000 - £55,000 DOE.
Attractive bonus scheme - no validation!
Professional qualifications support.
In addition, good holiday allocation, DIS, Pension.
Full back office support admin/Paraplanner

This role may suit a Trainee Advisor who is Level 4 qualified already and is seeking their first opportunity within an IFA business. Alternatively, an experienced candidate who is keen to build on existing relationships within the Professional Services arm of the business.

For more information please apply for the role.

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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.