Financial Advisor

Company: IDEX Consulting Ltd
Apply for the Financial Advisor
Location: London
Job Description:

I have an incredible opportunity in London for an experienced Financial Planner.

This ultra-modern, bespoke, technology led Financial Planning company is looking for high calibre, experienced Financial Planners to engage with their mass affluent/high-net worth client base.

Offering top end, tech led, fully digitalised advice – this company truly encapsulates next generation financial planning using cutting edge behavioural finance research and lifestyle modelling software.

With the security of a large corporate and the excitement and activity of working within a smaller team they are privately owned and run in a way to benefit both their client and employees.

Would this be of any interest to you?

  • Ultra-modern, fully digitised, market leading, 21stc – next gen technology
  • Hybrid role – agile and flexible working policies
  • Being part of something different – new – innovative and exciting
  • This role is not ‘the norm’ – incredible opportunity
  • Fantastic company culture; a fun, exciting and collaborative working environment
  • Incredible career development potential – huge opportunities
  • Digitally delivered, simple/clear advice – . Giving you more time to advise your clients
  • Competitive salary + bonus and corp package
  • Quality lead pool provided, 15-20 leads provided pcm
  • Full administration and paraplanning support

This is an significant opportunity to work somewhere that you can really add value, be given a voice and be heard – Would you be interested in being a part of a company that is looking to build a business that works for the world?

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Posted: September 22nd, 2026