Strategic Wealth Management Adviser
2 weeks ago
Company Overview
">IDEX Consulting is a progressive financial planning-led wealth management firm that prioritizes client satisfaction.
">Salary and Benefits
">This role offers a competitive salary of £55,000 - £75,000 per annum, plus a car allowance and an excellent bonus scheme.
">Job Description
">We are seeking an experienced Financial Adviser to join our team as an employed adviser, working from home or our local office. The successful candidate will inherit a good quality book of clients to service and develop further.
">The ideal candidate will have a Diploma in Regulated Financial Planning (or FCA approved equivalent) and maintain CF30 status in accordance with the FCA regulations. They will also be proficient in using IT skills to communicate effectively with clients in a virtual/digital environment.
">Key Responsibilities
">- Review and respond to clients' changing needs and financial circumstances, keeping them informed about new financial products and changes to legislation.
- Conduct in-depth reviews of clients' financial circumstances, current provision, and future aims and objectives, analyzing information, conducting research, and preparing tailored financial planning reports.
What We're Looking for in Our Ideal Candidate
">- A strong understanding of financial planning principles and regulatory requirements.
- Excellent communication and interpersonal skills.
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