Financial Planning and Advisory Specialist
1 week ago
About Us
">IDEX Consulting is a dynamic and client-focused financial services company that offers a unique opportunity for experienced Financial Advisers to grow their careers.
">Compensation and Benefits
">This role comes with a generous salary package of £57,500 - £72,000 per annum, including a car allowance and a comprehensive benefits program.
">Job Role and Responsibilities
">We are seeking a highly skilled Financial Adviser to join our team, providing expert advice to clients and managing their financial portfolios. The successful candidate will work from home or our local office, enjoying a flexible and autonomous work environment.
">The ideal candidate will possess a solid understanding of financial planning principles, regulations, and industry developments, ensuring they remain up-to-date with the latest trends and best practices.
">Requirements and Qualifications
">- A recognized qualification in Regulated Financial Planning (e.g., Diploma in Regulated Financial Planning) and CF30 status.
- Excellent IT skills and experience working in a virtual/digital environment.
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