Financial Planner

Updated: May 03, 2024 03:09 AM GMT

IDEX Consulting Ltd

Cheltenham

About Our Client

Idex is delighted to be working in partnership with this well-established and highly successful investment management and financial advisory practice.

Our client is a privately owned firm offering a full range of active and discretionary investment services alongside a financial planning team offering full independent advice to private individuals and business owners.

This is a unique opportunity for an established Independent Financial Adviser to join a non-PE backed family orientated business supporting common goals with a long-term outlook.

Role Description

Following success over multiple generations my client is looking to expand their IFA team and seek an individual to contribute towards their ongoing journey.

Key objectives and highlights

Provide full holistic, client centric independent advice to private individuals / families and business owners.

Fully independent proposition (passive, active or balanced, in-house or 3rd party).

Benefit from in-house... More Detail