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Lead Advisor

  • Salary: £40000 - £50000 per annum + Benefits and Bonus
  • Location: Birmingham, West Midlands
  • Sector: Financial Services
  • Job type: Permanent
  • Date posted:
    01 May 2018
  • Job reference: 29209

An acquisitive financial planning business with ambitious growth plans.

The firm is looking to appoint a Lead Financial Adviser to service an existing portfolio of clients based around the West Midlands area and take on new referrals. Clients are considered to be HNW with continued growth on portfolios, the Lead Financial Adviser will be comfortable in positioning fees and providing a first class services.

  • Existing client portfolio
  • Professional introducers for new business
  • Full technical and administration support

Applicants will be Level 4 qualified or equivalent, articulate and have the ability to work comfortably with wealthy private clients and Investors. Comfortable with travelling around the West Midlands you will be highly organised and technically astute.

  • Bonus structure based on validation
  • Pension arrangement
  • DIS
  • Business expenses
  • Share scheme
  • Funding for further qualifications

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. 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.

Our clients include: