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Financial Adviser

  • Salary: £35000 - £40000 per annum
  • Location: London
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    12 Nov 2020
  • Job reference: 34803

Would you like to work for a truly independent wealth firm with great earning potential, complete flexibility, full admin and paraplanning support, and a culture that everyone wants to be a part of?


Partnered with this firm to recruit an IFA who will provide holistic financial advice to prospective and existing private clients. You will be responsible for generating business by networking, responding to incoming enquiries, arranging client meetings, conducting comprehensive fact finds and presenting the most appropriate financial advice for your clients.


This role specialises within our private wealth division where our clients are individuals of varying net worth value who are looking to plan in order to secure their financial futures.


To be considered for this role, you must Diploma Level 4 qualified, proven track record of working as a Financial Adviser and have the motivation and drive to exceed business targets.


What will your day to day role look like?

  • Provide holistic financial planning to prospective and existing clients
  • Compile accurate investment reports that reflect client requirements and meet internal business standards
  • Undertake regular fact-finding, presentations and service review meeting with clients
  • Maintain and ensure client files are kept up to date
  • Strive to recognise new business opportunities
  • Follow up on all enquiries in a timely manner
  • Generate a business pipeline level sufficient to meet your business targets
  • Ensure on-going continuous professional development

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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.

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