Careers at IDFM

Financial Advisers

We are seeking experienced advisers who must hold AFPC/Diploma (or commit to achieving that within a year).

  • The position is offered with a validated salary and bonus.
  • Self-employed positions available for candidates with existing client banks
  • Please send CV to peter@idfmcity.com

Mortgage Advisers

We are seeking experienced advisers who must hold full CeMAP or equivalent.

  • The position is offered with a validated salary and bonus.
  • Self-employed positions available for candidates with existing client banks
  • Please send CV to peter@idfmcity.com

Paraplanner

We are seeking an AFPC/diploma qualified paraplanner, who must be able to:

  • Carry out research using 1st Software Adviser Office and Trigold
  • Write suitability reports
  • Assist in data capture and management
  • Prepare meetings for advisers
  • Please send CV to peter@idfmcity.com

Independent Direct Financial Management (City) Ltd is an Appointed Representative of Sesame Ltd which is authorised and regulated by the Financial Services Authority. Registered in England. Reg. No.: 6073612.

Please contact IDFM on 0845 2706160 to discuss staff
benefits or email peter@idfmcity.com