Accessibility Links

Financial Adviser

  • Salary: £60000 - £70000 per annum + bonus and benefits
  • Location: Cornwall
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    02 Dec 2020
  • Job reference: 34161

Lets keep this one short and sweet!! If you are an experienced Financial Adviser and open to taking on a client bank, working with a firm who will offer leads, back office support and allow you to manage your own diary, this could be an opening that sparks your interest. You will pick up a bank of established clients from day one and cover the Cornwall area (Truro down to Penzance).

The role:
Working as a Financial Adviser you will meet new and existing customers, both face to face and over the phone providing holistic financial advice to meet their individual needs and circumstances.

Many leads will be provided to you, all of which will be high net worth individuals. As a business they're looking for a candidate who genuinely cares about client needs, is comfortable advising on complex matters and who can discuss a wide range of products available.

Standards of service in this business are second to none which is said quite often but it's genuinely the case here. What's more, they really do value their employees and their culture of flexible working and outstanding remuneration and benefits packages are testament to how much they wish to look after the people on the front line.

This really is an exceptional role working for an exemplary employer.

What you'll need:

  • You'll be CII Level 4 Diploma qualified or equivalent
  • Drive, determination and commitment demonstrated in your everyday work practices
  • Committed to ongoing personal and professional development

No up to date CV? Not to worry, contact Ricardo Manouchehri for more details.

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.

Our clients include: