Job Description

Job description

We are excited to present an excellent opportunity for a Financial Planner to join a thriving independent financial planning firm as a Review Financial Adviser. In this role, you will provide exceptional financial planning, advice, and service to clients. This is a hybrid position, so candidates should be within a commutable distance of Bath or Cardiff.

With a well-established presence across the UK, the firm has experienced significant growth through strategic acquisitions. Their ongoing success has resulted in the creation of two brand-new positions in their Bath and Cardiff office.

The ideal candidate will:

  • Hold CAS - or be working towards
  • Level 4 diploma qualified
  • Experience using Microsoft Word and Excel and databases
  • Desire to be a successful Financial Planner


    • Your role will include but will not be limited to:

  • Look after a client base that will be given to yo...

    • Apply for this Position

    Ready to join IDEX Consulting? Click the button below to submit your application.

    Submit Application