Chartered IFA

Idex have partnered with a boutique wealth management company who are looking for a Chartered IFA who will support their growth strategy.

The firm offer independent financial planning and investment management services to clients throughout the UK and pride themselves on being true advocates of personal, face-to-face advice, provided by highly qualified, competent and experienced professionals

The team manage HNW clients ranging from c£1m-£7m investable assets as well as complex style cases so cashflow planning experience is important.

This is an exciting time to join an established business who have a great working culture, and are advocates for progression in line with business requirements.

To ensure the business stays at the leading edge, they continually encourage and challenge their team to advance themselves professionally with every member of staff empowered to expand their knowledge, skills and qualifications to advance in the business and excel in the industry.

This firm is offering a marketing leading compensation and benefits package and you will receive substantial funds under management when you start.

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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.