Excellent career opportunity for a dynamic, client focused Financial Adviser with access to HNW clients.

About our client

A wealth advisory firm require a Financial Adviser to develop and service existing HNW clients.

My client has ambitious plans of becoming a top UK Wealth Advice over the next five years and is looking for a like-minded adviser to support them on this journey.

The role
As an experienced Advisor my client will help you with your professional and personal development by supporting training and development opportunities and funding your professional qualifications.

If you are attracted to joining a growing business with significant growth aspirations, a unique employed adviser model, supported by industry leading technology, and parentage that provides expertise in both asset management and access to leads we want to talk to you!

Meeting new clients face-to-face and over video, conducting meetings and providing holistic financial advice to review and meet their immediate and ongoing financial goals.

Managing and a designated portfolio of client relationships, identifying and addressing clients' financial needs.
Leveraging opportunities within existing client for referrals and intergenerational activity.

Package

• £65,000 - £80,000
• Uncapped bonus
• Up to 15% employer pension contribution
• Flexible working
• Full range of health, medical and flexi benefits with salary alternative

Your contact for this opportunity is Keith Enright at Idex Consulting

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