IDEX Consulting Ltd
Junior Financial Adviser

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Junior Financial Adviser | Kent / Remote Working | £50,000-£65,000
A well-established independent financial planning firm in Kent is seeking a Junior Financial Adviser to join its growing advice team.
Following continued growth, the business is looking to appoint a Junior Adviser to support its experienced Financial Planners by taking responsibility for an established portfolio of clients. You'll inherit your own client bank from day one, primarily servicing smaller clients, allowing you to start building relationships and earning bonus from the outset.
This opportunity would suit either:
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.
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Graduate Consultant — 2026 Scheme
Why you're a good match
StrongYour 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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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.
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.
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.
- A Financial Adviser with around 12 months' advising experience looking to develop their career
- A Diploma-qualified Paraplanner ready to take the next step into an advisory role, with full support and mentoring provided
You'll inherit an existing client portfolio and work alongside experienced advisers and directors who are committed to supporting your development.
The Role
- Service an established client bank
- Provide holistic financial planning advice
- Develop your technical and client-facing skills with ongoing mentoring
- Work within a supportive, collaborative team
- Hybrid working mixing home and the Kent based office with occasional client meetings


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Package
- £60,000-£65,000 for an adviser with around 12 months' experience
- Around £50,000 for a paraplanner transitioning into advice - must have strong technical knowledge
- Performance bonus
- Excellent support from experienced advisers, administration and paraplanning teams
- Genuine long-term career progression
About You
- You'll be Diploma-qualified, passionate about financial planning, and eager to develop your career within a respected independent advice firm that genuinely invests in its people.
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