Established Client Financial Advisor

5 hours ago


Burgess Hill, West Sussex, United Kingdom IDEX Consulting Full time
Lead Financial Advisor Role

We are searching for a highly skilled financial advisor to lead our team and inherit an established client base in the West Sussex area.

This role offers a challenging work environment with flexible working arrangements, including remote work options, and provides a competitive salary with an excellent bonus scheme.

Main Job Description:

  • To follow a structured advice process and deliver exceptional client outcomes.
  • To stay up-to-date with new financial products and legislative changes.
  • To pursue business development opportunities through personal business planning, referrals, and lead generation initiatives.
  • To leverage marketing opportunities, including social media and networking with introducers and professionals.

Required Skills and Qualifications:

  • Diploma in Regulated Financial Planning (or FCA-approved equivalent) and CF30 status.
  • Client-centric approach with excellent interpersonal skills and professionalism.
  • Experience in business development and effective business planning.

Benefits:

  • Ongoing support to build your client base and future value.
  • In-house client journey and back-office support, including lead generation from our call centre.
  • Client-centric proposition and trusted brand reputation.
  • Platform to deliver efficient and cost-effective solutions.
  • Established Practice Buy Out option on exit.
  • Consultative marketing support.
  • Full Admin Support.
  • Full paraplanning and technical support.

The estimated annual salary for this position is £65,000 - £85,000.



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