https://jobs.co.uk/job/independent-financial-advisor-idex-consulting-ltd--c3e3496f-6e32-4a9c-895b-45f1533daeb8 RSS feed for Independent Financial Advisor at IDEX Consulting Ltd. en-gb Tue, 08 Sep 2026 22:09:33 GMT https://jobs.co.uk/job/independent-financial-advisor-idex-consulting-ltd--c3e3496f-6e32-4a9c-895b-45f1533daeb8 https://jobs.co.uk/job/independent-financial-advisor-idex-consulting-ltd--c3e3496f-6e32-4a9c-895b-45f1533daeb8 Mon, 07 Sep 2026 11:51:47 GMT Location: Manchester | Salary: 10000-500000 Annual | Type: Permanent | An award-winning national financial planning firm are seeking to appoint an experienced Independent Financial Advisor into their growing private-client team in the North West. With offices in Manchester and Liverpool they can accommodate someone in either office. You will be responsible for providing an exceptional level of service across savings and investments, tax and estate planning and pension and retirement planning; working with the businesses existing client portfolio whilst growing the opportunity to win new business via networking, research and marketing. This opportunity would be ideally suited to a successful IFA, who''s built up a network of existing contacts across the market and are looking for an appointment to continue in providing holistic, whole of market advice, within a leading practice who are able to offer support. Responsibilities: Provide holistic financial planning to prospective and existing clients Compile accurate that reflect client requirements and meet internal business standards Undertake regular factfinding, presentations and service review meeting with clients Maintain and ensure client files are kept up to date Strive to recognise new business... Permanent