IDEX Consulting Ltd - Finance

Join a leading Bristol financial planning firm as a Desk-Based Advisor. This role offers an established client portfolio, a flexible hybrid model, and a supportive, growth-focused environment. We seek a Level 4 qualified, self-motivated adviser with excellent communication skills. Ideal candidate...

Join a growing Preston wealth management firm as a Paraplanner. Support advisors by preparing robust suitability reports and holistic financial plans. Essential: QCF Level 4, strong pensions/investment experience, and excellent analytical skills. Enjoy a comprehensive benefits package including p...

Join a growing Nottingham wealth management firm as a Paraplanner. Support advisors in delivering holistic financial planning, including pensions and investments. This role requires QCF Level 4 and offers study support to Level 6, plus benefits like private medical insurance and flexible perks.

Join a leading Nottingham IFA as a Paraplanner, with a clear path to becoming a Financial Planner. You will provide vital technical support, produce detailed suitability reports, and build cashflow models. This role requires a Level 4 diploma, strong analytical skills, and offers hands-on experie...

Join our expanding Midlands team as a self-employed Independent Financial Adviser. Manage an established client bank and provide holistic, whole-of-market advice with full paraplanning and admin support. This partnership offers a clear path to Chartered status, generous splits, and a robust infra...

Join a growing independent financial planning firm in Bristol as an experienced Financial Advisor. You'll inherit a client book and enjoy a flexible hybrid role, serving high-net-worth individuals. This role offers a competitive package including bonus, profit share, and full exam support for dri...

Join a prestigious London Financial Planning practice as a Chartered Financial Planner. Manage a high-net-worth client portfolio with full paraplanning support. Enjoy a high basic salary up to £120k, bonus, hybrid work, and strong career growth. Ideal for an ethical advisor skilled in business de...