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  • Salary: £35000.00 per annum
  • Location: Suffolk
  • Sector: Administration, Financial Planning
  • Job type: Permanent
  • Date posted:
    19 Jul 2017
  • Job reference: 797
Financial Advisor - Newmarket - £35,000

About the role

Developing a close working relationship is key and therefore the first step is normally to hold a meeting on a ‘without obligation’ basis. The purpose of the meeting would be to gain a full understanding of the prospective client’s position and key issues and objectives.

Following the meeting, our client would typically carry out an in-depth review of the client’s financial affairs, including all pension, personal investment and trust arrangements. This forensic review would lead to a discussion paper, followed by a meeting soon after. In setting out the strategic options, consideration will be given to the client’s appetite for risk, opportunities to minimise taxation, and also wider family issues and where appropriate, business issues. An annual review meeting, usually face-to-face, lies at the heart of the on-going management of the strategy, supported by more frequent contact when appropriate.

About you

You will be qualified to give advice through the FCA. You will have a passion for retirement planning, or may be a specialist in other wealth management services. Whatever your expertise, you will have superb client relationships with a natural ability to communicate complex information to a wide variety of people.
Although much of your time will be spent out and about, you will also need to have a strong team working ethic and approach all aspects of client affairs with integrity.
In return, you can expect full support in your career development including further professional qualifications. Our clients offers a unique bonus system rewarding all business secured with existing and new clients.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.
Our clients include: