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Junior financial adviser

Worcester
Idex Consulting
Financial advisor
Posted: 3 September
Offer description

Job description

Are you a Junior Financial Adviser (restricted or whole of market) looking to take your career to the next level? This is an outstanding opportunity to join an established and respected IFA firm with a thriving client base in the Worcester area.

Why this opportunity stands out:

1. Established HNW Clients to Inherit- step straight into a warm client bank with strong long-term relationships.
2. Full Admin & Paraplanning Support- backed by the latest technology and AI tools, giving you more time to focus on client relationships.
3. Flexible Working- access to a local office when needed, but freedom to manage your own diary and work-life balance.
4. Career Growth- direct support from an experienced Regional Director to help you achieve your personal and professional goals.
5. Broad Scope of Advice- work across investments, pensions, protection, IHT, and trusts.

About You:

6. Qualified to Level 4 Diploma in Financial Planning
7. Proven track record in providing first-class financial advice.
8. Strong technical knowledge across a broad range of products.
9. Client-focused, ethical, and motivated to deliver excellent outcomes.

This is more than just a Financial Adviser position- it's the chance to inherit clients, enjoy genuine flexibility, and be part of a supportive environment where you can thrive.
If you're ready to explore this exciting opportunity, apply today or

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