Job description
Are you a Junior Financial Adviser (restricted or whole of market) looking to take your career to the next level? This is an outstanding opportunity to join an established and respected IFA firm with a thriving client base in the Worcester area.
Why this opportunity stands out:
- Established HNW Clients to Inherit- step straight into a warm client bank with strong long-term relationships.
- Full Admin & Paraplanning Support- backed by the latest technology and AI tools, giving you more time to focus on client relationships.
- Flexible Working- access to a local office when needed, but freedom to manage your own diary and work-life balance.
- Career Growth- direct support from an experienced Regional Director to help you achieve your personal and professional goals.
- Broad Scope of Advice- work across investments, pensions, protection, IHT, and trusts.
About You:
- Qualified to Level 4 Diploma in Financial Planning
- Proven track record in providing first-class financial advice.
- Strong technical knowledge across a broad range of products.
- Client-focused, ethical, and motivated to deliver excellent outcomes.
This is more than just a Financial Adviser position- it's the chance to inherit clients, enjoy genuine flexibility, and be part of a supportive environment where you can thrive.
If you're ready to explore this exciting opportunity, apply today or get in touch for a confidential discussion.
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.
