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Desk-based Financial Advisor

Job description

IDEX Consulting are working with a National advisory firm who require a desk-based Financial Advisor to join their successful team.

The role will predominantly be home based, with ad-hoc visits to the head offices in Nottingham (typically once per month).

The role operates within a fast paced environment, and so this will suit an efficient and methodical character who enjoys working with a high volume number of clients.

The business has a strong Paraplanning and administrative team, along with colleagues who are dedicated to filling your diary with client review meetings. Therefore, you are afforded the ability to purely focus on the client and offering financial advice.

You must have obtained a Financial Advisory level 4 qualification to be considered for the role.

Typical responsibilities include;

  • Establish contact with clients and gather sufficient information needed to provide suitable advice, whilst ensuring there is enough material information to support the recommendations
  • Complete all basic documentation for the advice thoroughly
  • Ensure that the suitability letter is clear and caters for all the areas covered in the Financial Conducts Authority guidelines
  • Ensure suitable and relevant CPD is undertaken to maintain competence
  • Be responsible for your own SPS and ensure this is renewed before expiry

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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.