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Chartered Adviser

Job description

This is a fantastic opportunity for an experienced Chartered Financial Planner to work with a company that have been at the forefront of the institutional financial services industry for over 100 years, helping their clients solve complex issues through innovative and forward-thinking solutions.
Providing trustworthy, high quality, financial support and solutions. Through friendly, personal advice - 'supercharged' with high levels of tech.
You should be qualified to level 6 and have attained Chartered status. Client centric - with excellent interpersonal and communication skills and high levels of technical knowledge.


  • Supporting distribution efforts, e.g. delivering and attending webinars/seminars for large employers
  • Contribute to the evolution and growth of our business and propositions through sharing views, knowledge and expertise with other team members
  • Contacting clients and setting up meetings, either on-line, within an office environment or in clients' homes or business premises
  • Conducting in-depth assessments of clients' financial circumstances, current provision and future aims
  • Completing investment risk analyses using attitude to investment risk questionnaires
  • Researching the marketplace and providing clients with information on new and existing products and services
  • Analysing information and preparing plans best suited to individual clients' requirements
  • Designing financial strategies
  • Meeting all regulatory aspects of the role, e.g. requirements for disclosure, costs of the services or products provided whilst accepting responsibility for the advice provided
  • Promoting and recommending financial products and services to meet given or negotiated sales targets
  • Keeping up to date with financial products and legislation
  • Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
  • Reviewing and responding to clients changing needs and financial circumstances

Would this be of any interest to you?

  • Competitive salary + full corporate package and bonus structure
  • Quality lead pool and client book provided.
  • Hybrid role - agile and flexible working policies - full autonomy over your diary
  • Full support and structure in place to help you develop and be successful

If you are interested in being part of this forward-thinking, diverse financial planning company - and are keen be able to add value to their social and environmentally responsible proposition.

Then please contact me in the first instance for further information.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 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.