Independent Financial Adviser – Client-Focused Wealth Planning

IDEX Consulting is recruiting an experienced Independent Financial Adviser to join our wealth management team in Grantham or Newark. You will manage an existing client portfolio and deliver holistic financial advice across investments, pensions and inheritance tax planning.

You will work alongside colleagues to generate new business opportunities, ensuring compliance with FCA regulations and delivering an outstanding level of service to clients. A full UK driving licence is essential.

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