https://jobs.co.uk/job/financial-planner-idex-consulting-ltd--28bce6a8-32de-4a5e-ab1c-7e0870771edf RSS feed for Financial Planner at IDEX Consulting Ltd. en-gb Sat, 27 Jun 2026 21:16:38 GMT https://jobs.co.uk/job/financial-planner-idex-consulting-ltd--28bce6a8-32de-4a5e-ab1c-7e0870771edf https://jobs.co.uk/job/financial-planner-idex-consulting-ltd--28bce6a8-32de-4a5e-ab1c-7e0870771edf Sat, 27 Jun 2026 11:52:09 GMT Location: Derbyshire | Salary: 55000.00-55000.00 Annual | Type: Permanent | Our client, a well-established and growing wealth management firm, is seeking an experienced Independent Financial Adviser to join their advisory team. This is an excellent opportunity for an Adviser who enjoys building long-term client relationships and delivering high-quality financial planning advice. The successful candidate will inherit a substantial existing client bank, allowing them to focus on providing exceptional service, developing client relationships and identifying opportunities for future growth.The RoleWorking as part of a collaborative and supportive team, the successful Adviser will be responsible for managing an established portfolio of clients and delivering holistic financial planning solutions tailored to individual needs and objectives. Key responsibilities include:Managing and developing an existing client bankConducting regular client reviews and maintaining strong client relationshipsProviding advice across investments, pensions, retirement planning, protection and wider financial planning mattersCompleting fact-finds, risk profiling and suitability assessmentsPresenting clear, compliant and client-focused recommendationsIdentifying opportunities to grow ... Permanent