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Independent Financial Adviser

  • Salary: £50000 - £60000 per annum + Bonus package
  • Location: London
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    11 May 2021
  • Job reference: 35605

IDEX Consulting are working with a leading National Wealth Management brand to lead the search for an experienced Independent Financial Adviser to join their team, covering the London region.

Throughout 2020 our client has continued to grow both organically and via acquisition and over 20,000 clients now trust this organisation to provide honest, customer-centric advice solutions, across their individual and corporate propositions.

Following this period of growth, the business are keen to appoint an experienced and technically proficient Financial Adviser, to provide whole-of-market advice to an existing portfolio of clients across the region. You would be responsible for meeting with your clients to review their objectives and provide honest, transparent and best-fit advice to these clients, whilst working with the Business Development team to meet with new prospects and grow the opportunity to advice on new business.

This opportunity would be best suited to an individual searching for a business who truly nurture and invest in training and development, who's perhaps frustrated with the lack of support and opportunity for growth in their career. You will be diploma qualified as a minimum and have experience of holding CAS status and a current Statement of Professional Standing.

What we're searching for:

  • History of providing Independent Financial Advice with individuals across pensions, investments and protection
  • Diploma level 4 qualified as a minimum
  • Held Controlled Functions/CAS and Current Statement of Professional Standing
  • Comfortable working cross functionally and collaboratively with operational teams to drive proficiency
  • Track record in retaining and growing portfolios of business within financial services
  • Able and willing to travel regionally to clients across the South East region

On offer is an a starting salary of up to £60,000 alongside a commission and bonus package which is remunerated on performance against portfolio management and growth objectives.

Full support provided, with a well-resourced administration and paraplanning team.

Apply in confidence or contact James Salmon at IDEX Consulting for additional information.

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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