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Financial Advisor

IDEX Consulting Ltd
Posted 5 days ago, valid for 17 days
Location

London, Greater London EC1R 0WX

Salary

£44,000 - £55,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The position is for a qualified Financial Advisor seeking a long-term career opportunity in Central London with a hybrid working model after training.
  • Candidates must be a minimum of level 4 qualified and have experience in giving regulated advice, ideally with CAS/SPS.
  • The role offers a secure salary along with a guaranteed bonus derived from a client book inherited from a retiring advisor.
  • Successful applicants will inherit an established client base and receive full paraplanning and administrative support, allowing them to focus on client service and business development.
  • The company has over 40 years of industry experience and a commitment to diversity, equity, and inclusion, making it an attractive workplace for passionate individuals looking to advance their careers.

Are you a qualified Financial Advisor looking for your next long term career option?

Perhaps you have reached a plateau where you currently are with a lack of clients or the support infrastructure around you to develop your business.

Do you want the security of a salary, and guaranteed additional bonus via the client book you will inherit from a retiring advisor?

We are looking for a dynamic, client focused advisor who will inherit and then service both an established client book, whilst also looking to develop new business opportunities through referrals and other channels.

Why is this job worth applying for?

  • Central London office (just south of the river) but full hybrid working once trained
  • A well established and loyal client book to inherit from day one from a retiring advisor
  • Full paraplanning and administrative support (you focus on what you do best, no paperwork!)
  • Excellent tech based business which streamlines the advice process making it more accessible to clients and the advisors alike
  • Whole of the market advice (but applicants from IFA or restricted advice backgrounds are both encouraged to apply)
  • Working for a practice with over 40 years' experience and multiple industry awards which give testament to the client focused, ethical and career building approach they have cultivated over decades

What are we looking for in top quality applicants?

  • Minimum level 4 qualified is a must
  • Experience of giving regulated advice and ideally CAS / SPS
  • Be able to demonstrate strong client service skills
  • A bit of a "spark"! We want passionate people looking to accelerate their financial advice careers. You must be proactive, be able to self-motivate to be the best you can be and not be scared to ask for support (this company have a history of developing their employees but you have to want it!)

I speak daily to advisors who are stuck in a rut, have got their exams and then now can't see the wood for the trees in terms of their career development. If that's you please apply or contact me directly on or

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.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.