Remote Financial Adviser: Client-Focused, No Prospecting

IDEX Consulting Ltd. is recruiting for a Financial Adviser / Strategic Planner in a fully home-based role across the UK. You will focus on building trusted client relationships and delivering high-quality financial advice, with a steady pipeline of qualified meetings from workplace programmes and corporate partnerships.

No cold prospecting, no from-scratch client-building. The role emphasizes pensions, investments, retirement planning and broader financial strategy, supported by paraplanning and

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