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HNW Chartered Financial Adviser

4 months ago

Glasgow, United Kingdom IDEX Consulting Ltd Full time
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.nTo 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.