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Financial Planner

IDEX Consulting Ltd
Posted 7 days ago, valid for 12 days
Location

Oldham, Lancashire OL4 3JA, England

Salary

£30,000 - £36,000 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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  • My client, located near Oldham, is seeking an experienced Independent Financial Advisor (IFA) to join their team due to the retirement of a long-serving advisor.
  • The successful candidate will inherit a substantial book of clients and will be supported by a strong paraplanning and support team to enhance client relationships.
  • The position offers a competitive salary along with benefits such as 28 days of holiday plus bank holidays, flexible hybrid working, income protection for up to 5 years, and a 5% matched pension contribution.
  • Candidates should have a minimum of 3 years of experience in a similar financial advisory role, and the company is committed to diversity and inclusion in the workplace.
  • For further details, interested applicants can contact Graeme Hyland or visit the IDEX Consulting Ltd website for more opportunities.

My client is based in Nr Oldham and they are currently looking for an experienced IFA to join their team.Due to an upcoming retirement of a long-serving Advisor, the business is now looking for a Financial Advisor to join their team and inherit a large book of clients.The wider group, largely through acquisition, has and advisory presence across the UK and is on course to continue expansion through 2024 and beyond.With a strong paraplanning and support team, you will benefit from a local and experienced support to focus on building relationships and providing advice to your clients. What's in it for you?

  • 28 days holiday, plus bank holidays plus birthday
  • Flexible hybrid working
  • Income protection for up to 5 years
  • Pirkx online discounts and cashback plus 24-hour access to a GP
  • 4x salary death in service
  • 5% matched pension contributions
  • Access to the internal Academy (to support future career aspirations).
  • Competitive bonus scheme

For more information please contact Graeme Hyland on or email

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.

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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.