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Independent Financial Advisor

  • Salary: £55000 - £65000 per annum + benefits package
  • Location: Cambridge, Cambridgeshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    08 Jan 2021
  • Job reference: 34907

Job Purpose

To adopt an holistic approach in managing long-term relationships with these clients to deliver suitable, independent and beneficial ongoing financial planning and wealth solutions to meet their short and long-term objectives.

Job Role

  • To deliver fee income against agreed plan
  • To achieve and maintain competence as defined within the company's training and competence scheme
  • To demonstrate and ensure all compliance file checks are neatly and comprehensively completed within the company's training and competence scheme
  • Minimal number of complaints to ensure client relationship is not impaired
  • Manage billing work in progress to create efficiency and service to clients
  • Ensure all activities are timely, compliant and conducted in a manner that will meet the business standards
  • Maintain an effective client bank management system to provide excellence in customer service and quality holistic advice
  • Manage with clients the level and different type of fee income to find the best solution in the interests of the client
  • Ensure that all client portfolios are reviewed in line with clients' changing strategic requirements to ensure that you their risk effectively
  • Build and maintain centres of influence to initiate and nurture close relationships with professional advisers (lawyers, accountants etc.)
  • To act in a professional capacity with external and internal customers to deliver the Company's culture and ethos to build a respected and valuable business

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 business or cash flow modelling to wealthy private clients.

Candidates must also be able to demonstrate either a small/large client following or introducers to build from.

A leading basic package up to £65,000 plus bonus is available with an extensive range of benefits on offer, a career development and study framework is in place which will support and assist you in becoming as technically advanced as possible.

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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