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Personal Wealth Advisor

Job description

Role Description
Your role is to help clients establish their future goals and long-term aspirations and create a financial plan to achieve them. You will play a vital role in helping clients make informed financial decisions through professional expertise, technical analysis and ongoing support so that financial goals are achieved with confidence.


Key Responsibilities
As well as providing professional financial planning advice, you will be responsible for attracting and on-boarding new clients, and delivering an outstanding customer experience to our established client base.


Build and maintain long-term relationships with clients, understanding their current and future financial goals

  • Meet new and existing clients face-to-face and over the phone/video, conducting meetings and providing holistic financial advice to meet their immediate and ongoing financial goals.
  • Complete comprehensive client meetings and use available tools and cash flow modelling knowledge, to analyse and help your clients to understand the benefits of having advice.
  • Use a range of business development strategies and expertise to proactively explore the market to onboard new clients. This will include establishing links with introducers both internal and external.

Monitor a designated portfolio of clients to support their future financial goals

  • Manage a designated portfolio of ongoing client relationships and increase your book by identifying advice needs, to be addressed as part of the ongoing relationship.
  • Consider a retention strategy with an ability to adapt and enhance the value of client relationships.
  • Maintain an ongoing, trusted relationship with clients; broadening and deepening the relationship you have with them.
  • Build your business by understanding and exploring further opportunities within your client base by way of referrals, including, but not limited to growing inter-generational relationships.

Develop your personal capabilities and knowledge

  • Seek out opportunities to develop and increase your skill-set and maintain a fuller understanding of the wider industry.
  • Stay up to date with the latest market trends, legislative changes and relevant media coverage in order to best support your clients.
  • Commit to living to the values and behaviors, focusing on delivering against our regulated responsibilities, not least our Consumer Duty responsibilities.
  • Maintain professional standards and competency, including continuous professional development to support your SPS (Statement of Professional Standing) as part of the T&C approach.

Qualifications & Skills

  • The jobholder will possess a strong background and experience in giving holistic financial advice. The jobholder will also possess in-depth knowledge and strong capability of maintaining long-lasting client relationships.
  • Qualified Level 4 Diploma qualification. Level 6 / Chartered status is desired but not essential.
  • Extensive experience in conducting client meetings and creating a financial plan to support a clients holistic financial planning needs.
  • Familiarity with regulatory requirements relating to giving financial advice, in particular Consumer Duty responsibilities; personally committed to fulfilling great client outcomes at all times
  • Excellent communication and presentation skills to support ensuring clients receive an excellent experience.
  • Possess the ability and experience in using and applying cash flow modelling when giving financial advice.
  • Attention to detail and the ability to work independently and collaboratively in a fast-paced, dynamic environment.
  • Great organisational skills to manage a large and diverse task list to ensure we deliver great client journeys.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.