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IDEX Consulting Ltd

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Location:
United Kingdom , Wolverhampton

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Category:
-

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Contract Type:
Employment contract

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Salary:

50000.00 - 80000.00 GBP / Year
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Job Description:

A rapidly expanding financial planning firm with a strong footprint across the North West and Midlands is seeking an experienced and ambitious Financial Adviser to join its Wolverhampton team. As part of an exciting new Midlands acquisition, the successful adviser will inherit an existing client bank and play a key role in supporting long-term regional growth. You will be joining an established team of advisers and benefit from excellent paraplanning support, clear career progression pathways, and a market-leading remuneration structure.

Job Responsibility:

  • Provide high-quality advice across pensions, investments, tax planning, savings, and protection
  • take over and nurture client relationships post-acquisition, maintaining exceptional service levels
  • conduct both face-to-face and virtual client meetings
  • work closely with Paraplanners and administrators to deliver timely and compliant financial reports
  • use cash-flow modelling tools and demonstrate expertise in VCTs, EISs, and other tax-efficient strategies
  • grow and develop the assigned client bank by identifying new planning and asset opportunities
  • contribute to ongoing improvements across processes, systems, and client experience
  • maintain high standards of compliance, documentation, and professional integrity

Requirements:

  • Level 4 Diploma in Financial Planning (DipPFS or equivalent)
  • experience as a practising financial adviser
  • strong technical knowledge across pensions, investments, and tax planning
  • confident working with clients both in person and online
  • experience managing mid-tier or high-net-worth clients
  • demonstrable success inheriting and developing existing client relationships
  • strong communication skills, accuracy, and attention to detail

Nice to have:

  • Experience with cash-flow modelling
  • knowledge of VCTs and EISs
  • familiarity with the Quilter platform
  • ability to challenge and enhance existing processes
What we offer:
  • 25 days' holiday + birthday off + ability to purchase additional holiday
  • 5% pension contribution
  • Private Medical Insurance (PMI) and flexible medical package
  • death in service and sick pay schemes
  • hybrid working (home-based and client-facing meetings)
  • laptop, mobile phone, and iPad provided
  • regular company-sponsored social and team-building events

Additional Information:

Job Posted:
May 03, 2026

Expiration:
July 30, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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