HNW Chartered Financial Adviser

This award winning Financial Advisory firm are looking for an exceptional Chartered Adviser to take over one of their top performing consultants clients.

You will be able to manage an existing book of clients while also developing further business.

To ensure that the successful individual can purely focus on client meetings and relationships, full exceptional back-office support will be provided.

Key Responsibilities

You will meet with clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations.

You must outline with your clients the type of on-going service that they wish to receive.

You will plan, work towards, and generate a pipeline that sufficiently meets your pre-agreed business targets.

You will always act in a compliant manner and deliver an outstanding level of customer service while ensuring that you constantly adhere to the FCA rules and regulations.

You must utilise the research panel when selecting the tailored advice for your clients while ensuring that all client files are kept up to date and well maintained

In return they will provide an exceptional salary and bonus package, with a whole host of excellent benefits such as healthcare and flexibility.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 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.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways