Financial Advisor

6 days ago

Kent, United Kingdom IDEX Consulting Ltd Full time

Job Summary:

We are seeking an experienced Financial Advisor to join our team at IDEX Consulting Ltd in Kent. As a Financial Advisor, you will be responsible for providing high-quality financial planning services to our clients, including investment, pension, and estate planning advice.

About the Role:

  • Develop and maintain strong relationships with our high net worth clients, providing them with tailored financial solutions and exceptional customer service.
  • Work closely with our experienced Financial Advisor to inherit an established book of clients and develop new business opportunities.
  • Utilize our cutting-edge technology and tools to enhance the client experience and streamline processes, allowing you to focus on providing expert advice.

Requirements:

  • Proven experience as a Financial Planner, with a track record of high performance and client retention.
  • Strong technical product knowledge, including investments, pensions, and estate planning.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines.

About IDEX Consulting Ltd:

IDEX Consulting Ltd is a leading financial planning business that values innovation, excellence, and client satisfaction. We offer a dynamic and supportive work environment, with opportunities for professional growth and development.

What We Offer:

  • A competitive salary and benefits package.
  • Ongoing training and professional development opportunities.
  • A collaborative and supportive team environment.
  • The chance to work with a high net worth client base and develop new business opportunities.

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