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Independent Financial Adviser

Job description

Independent Financial Adviser
Clients are located in Shropshire area.
Suitable locations can include Telford, Shrewsbury, Newport, Bridgnorth and surrounding.
Homebased with full access to regional offices.

About Our Client
A industry acclaimed Financial Services business who provide Financial Planning and Wealth Management services.

About the role
This IFA opportunity will be responsible for providing a full range of holistic financial and wealth planning services to existing and new clients.
Following acquisitional growth and succession planning ahead of existing advisers near to retirement an opportunity is available to inherit and develop a book of high quality client connections.
An excellent salary, benefits, rewards and share scheme is available with this opportunity.

Independent Financial Adviser - Key responsibilities will include;
Build long term relationships and deliver excellent out-comes for clients.
Acquiring and developing business from new and existing clients and professional introducers.
Making use of marketing opportunities available, including via social media and networking with introducers and other professionals to develop new business.

Independent Financial Adviser - Skills and experience required
Diploma in regulated financial planning level 4 or equivalent as minimum.
Excellent communication skills and ability to build strong relationships.
Drive and energy to build a profitable long-term service led.
Knowledgeable across financial planning.

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.