Independent Financial Adviser – Wealth Planning

IDEX Consulting is seeking an experienced Independent Financial Adviser to join the wealth management team in Grantham or Newark. You will advise clients across investments, pensions and inheritance tax planning, managing an existing portfolio while developing new business opportunities.

This client-focused role requires SPS, a Diploma in financial planning, and strong regulatory knowledge. A full UK driving licence and willingness to travel to other offices are essential for this position.

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