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IDEX Consulting Ltd

Financial Advisor

London
£70k – £85k/yr
Posted about 19 hours ago
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Financial Planner

London

Up to £85,000 plus bonus and benefits

I have an incredible opportunity in London for an experienced Financial Planner.

This ultra-modern, bespoke, technology led Financial Planning company is looking for high calibre, experienced Financial Planners to engage with their mass affluent/high-net worth client base.

Offering top end, tech led, fully digitalised advice - this company truly encapsulates next generation financial planning using cutting edge behavioural finance research and lifestyle modelling software. With the security of a large corporate and the excitement and activity of working within a smaller team they are privately owned and run in a way to benefit both their client and employees.

Reasons to use Rodeo

I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?

Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.

Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.

Start with a chat, not a search bar

Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.

P

Graduate Consultant — 2026 Scheme

PwC·London, UK
£35,000/yr

Why you're a good match

Strong

Your economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.

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It searches the market for you

Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.

Why you're a good match

You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.

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Strong

Experience fit

Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.

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Strong

Only hits

No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.

Would this be of any interest to you?

  • Ultra-modern, fully digitised, market leading, 21stc - next gen technology
  • Hybrid role - agile and flexible working policies
  • Being part of something different - new - innovative and exciting
  • This role is not 'the norm' - incredible opportunity

Offering:

  • Fantastic company culture; a fun, exciting and collaborative working environment
  • Incredible career development potential - huge opportunities
  • Digitally delivered, simple/clear advice - Giving you more time to advise your clients
  • Competitive salary + bonus and corp package
  • Quality lead pool provided, 15-20 leads provided pcm
  • Full administration and paraplanning support

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This is an significant opportunity to work somewhere that you can really add value, be given a voice and be heard - Would you be interested in being a part of a company that is looking to build a business that works for the world?

If so, please email me in the first instance for further information.

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Skills

Financial Planning
Financial Advice
Behavioural Finance
Lifestyle Modelling
Client Relationship Management
Wealth Management
Digital Advice Delivery

Location

London, England, United Kingdom

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