Financial Planning and Advisory Position

6 hours ago


Burgess Hill, West Sussex, United Kingdom IDEX Consulting Full time
Experienced Financial Advisor Opportunity

We are seeking a skilled financial advisor to join our team and inherit an established client base in the West Sussex area.

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

Key Responsibilities:

  1. BUILD STRONG RELATIONSHIPS WITH CLIENTS BY FOLLOWING A STRUCTURED ADVICE PROCESS AND DELIVERING EXCEPTIONAL OUTCOMES.
  2. STAY UP-TO-DATE WITH NEW FINANCIAL PRODUCTS AND LEGISLATIVE CHANGES, ENSURING CLIENTS RECEIVE TIMELY AND INFORMED GUIDANCE.
  3. Pursue business development opportunities through personal business planning, referrals, and lead generation initiatives.
  4. Leverage marketing opportunities, including social media and networking with introducers and professionals.
  5. Maintain strong relationships with clients and introducers through regular meetings and feedback.
  6. Contact clients to schedule meetings and conduct comprehensive reviews of their financial circumstances.
  7. Provide accurate management information as requested.

Required Skills and Qualifications:

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

Benefits:

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

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



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