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?
The purpose of this role is to provide holistic financial advice to prospective and existing medical professionals. You will be responsible for generating business by networking and also responding to and managing incoming enquiries. This will involve meeting clients, delivering seminars and presentations to medical professionals, conducting comprehensive fact finds and presenting the most appropriate financial advice for your clients.
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?
-
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.