Financial Planning and Advisory Specialist

1 week ago


West Midlands Combined Authority, United Kingdom IDEX Consulting Full time

About Us

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IDEX Consulting is a dynamic and client-focused financial services company that offers a unique opportunity for experienced Financial Advisers to grow their careers.

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Compensation and Benefits

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This role comes with a generous salary package of £57,500 - £72,000 per annum, including a car allowance and a comprehensive benefits program.

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Job Role and Responsibilities

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We are seeking a highly skilled Financial Adviser to join our team, providing expert advice to clients and managing their financial portfolios. The successful candidate will work from home or our local office, enjoying a flexible and autonomous work environment.

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The ideal candidate will possess a solid understanding of financial planning principles, regulations, and industry developments, ensuring they remain up-to-date with the latest trends and best practices.

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Requirements and Qualifications

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  • A recognized qualification in Regulated Financial Planning (e.g., Diploma in Regulated Financial Planning) and CF30 status.
  • Excellent IT skills and experience working in a virtual/digital environment.


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