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Independent Financial Advisor

  • Salary: £50000 - £60000 per annum + Benefits + bonus
  • Location: Stamford, Lincolnshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    11 Jan 2021
  • Job reference: 34790

IDEX Consulting are representing a leading legal and wealth management practice in the East Midlands, who are searching for an experienced Independent Financial Adviser to join their team in Stamford.

Our client is committed to providing a comprehensive range of services and delivering first-class, client-focused and trusted advice to individuals and businesses across the East Midlands and Lincolnshire regions.

You will inherit an existing client portfolio worth c. £10M FUM and be tasked to grow the opportunity to advise new clients by working collaboratively with legal counterparts. The ideal candidate therefore will be experienced in providing Pensions and Investments advice to individuals, whilst seeking out opportunities to consult with new via professional connections, personal network and introducers.

Responsibilities

    • Meet with existing and prospective clients to explain our service and take them through our financial planning process
    • Work collaboratively with the support team to produce clear, accurate and compliant financial plans for clients
    • Attend functions and events to build professional relationships and promote the firm
    • Create new business opportunities and win new clients through professional and client referrals
    • Take ownership of an existing portfolio of c. £10M FUM
    • Help potential clients make positive decisions about their financial future and to implement any recommendations

What we're searching for

    • Diploma qualified and ideally Chartered or working towards this qualification
    • Experience in delivering quality fee-based business or cash flow modelling to wealthy private clients
    • Able to demonstrate a client following or introducers to grow the opportunity for new business generation
    • Experience of IHT/Estate planning would be considered advantageous but not essential
    • Successful track record within financial advice

What's in it for you

    • Competitive starting salary up to c. £60,000 plus package
    • Existing portfolio of business to manage and develop, with c. £10M FUM to be transferred
    • Support with back office, administration and paraplanning
    • Career development and study framework to support with additional and advanced qualifications

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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