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New Client Adviser

Job description

Does this sound interesting to you…

… Being a part of a leading British company with one of the largest retail and commercial presences throughout the country - Whose ambition it is to become one of the top 3 Wealth Planning businesses in the next five years…

…Having the opportunity to be able to shape, mould and consistently add value to the growth of an already well established, highly successful wealth management business?

I have a fantastic opportunity open at present for an experienced, quality Financial Planner. Whilst the market is presenting several opportunities at the moment, this one does merit serious consideration due to the sizeable overall remuneration package, bonus structure and substantial career development opportunities.


  • Employed role - significant overall package, salary with an additional 4% cash sum paid monthly - plus uncapped company bonus
  • Full corporate package; inc. Pension up to 15% and electric car scheme
  • Flexible and autonomous working environment
  • Fast track - Real career development opportunities, fast track Financial Planning Director - inc. full funding and support towards professional qualifications
  • ALL, quality leads provided - Extensive referral pool. Award winning technology
  • Full administrative and paraplanning support
  • Working within a small team

Is having a voice, being heard - being given the opportunity to make a difference of importance to you?

Do you have the skills, drive and entrepreneurialism to successfully bring onboard new clients and to grow and further develop your career.

Please contact me in the first instance if this is of interest.

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.