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Independent Financial Adviser

  • Salary: £35000 - £40000 per annum + Bouns
  • Location: Mansfield, Nottinghamshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    29 May 2019
  • Job reference: 3472

A leading fee-based wealth management business who specialise in providing holistic financial planning to a range of private clients are keen to appoint an experienced Financial Planner to the business. Operating out of their Mansfield office you will have an excellent platform to deliver holistic financial planning advice to new and existing wealthy clients.

Due to continued growth the role will be to work from some new and existing clients in which you will service and develop these clients whilst continuing to grow the average AUM of your client bank, the existing framework will allow you to benefit from very high levels of technical support allowing you to free your time to focus on client facing activities. You will be given 150 HNW clients immediately and assist them in growing and preserving their wealth.

Key Responsibilities and Accountabilities:

Take responsibility for managing a portfolio of wealthy clients and providing ongoing reviews
Create new business opportunities and win new clients through professional and client referrals
Meet with prospective clients to explain our service and take them through our financial planning process
Work with our support team to produce clear, technically accurate, compliant and concise financial plans for clients and regular reviews
Attend functions and events to build professional relationships and promote the firm
Continually develop and keep updated technical knowledge and professional skills
Assist in improving the client proposition and processes
Arrange meetings with new prospects to secure long term financial planning relationships
Collect and feedback detailed financial information to facilitate preparation of comprehensive strategic financial reports.
Help potential clients make positive decisions about their financial future and to implement any recommendations
Attend training and develop relevant industry knowledge and to further technical skills

Advisers ideally will be a minimum of Diploma qualified and ideally studying towards Chartered status. You will also have experience of delivering quality fee-based advice to wealthy private clients.

A leading basic package up to £40,000 is available, a career development and study framework is in place which will support and assist you in becoming as technically advanced as possible.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. 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. If your application is unsuccessful, the information supplied may still 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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