Chartered Adviser
2 weeks ago
A strong networker who feels comfortable presenting to large audiences, you should be able to evidence high levels of client-centricity as well as your approach to both growing and serving your client base.
While the role will involve supporting distribution efforts, for example, by attending webinars and seminars for large corporates, the primary responsibility will be to onboard and serve new clients.
Accountabilities:
- Upholding our values and culture of client centricity at all times.
- Supporting distribution efforts, e.g. delivering and attending webinars/seminars for large employers
- Actively seeking to onboard new clients
- Contribute to the evolution and growth of our business and propositions through sharing views, knowledge and expertise with other team members
- Contacting clients and setting up meetings, either online, within an office environment or in clients' homes or business premises
- Conducting indepth assessments of clients' financial circumstances, current provision and future aims
- Completing investment risk analyses using attitude to investment risk questionnaires
- Researching the marketplace and providing clients with information on new and existing products and services
- Analysing information and preparing plans best suited to individual clients' requirements
- Designing financial strategies
- Meeting all regulatory aspects of the role, e.g. requirements for disclosure, costs of the services or products provided whilst accepting responsibility for the advice provided
- Promoting and recommending financial products and services to meet given or negotiated sales targets
- Keeping up to date with financial products and legislation
- Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
- Reviewing and responding to clients changing needs and financial circumstances
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.
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