IDEX Consulting Ltd, a well-established wealth management firm in the UK, is seeking an experienced Independent Financial Adviser. The successful candidate will inherit a substantial existing portfolio, focusing on relationship management, client retention, and business growth.
Key responsibilities include delivering comprehensive financial planning advice and ensuring compliance with FCA requirements. Candidates should possess a Level 4 Diploma in Financial Planning and a proven track record in managing a client bank. The firm offers competitive remuneration and opportunities for career development.
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