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Financial Adviser for Established Client Base
2 months ago
Exciting Career Opportunity
A fantastic chance has emerged to become part of a reputable and thriving Independent Financial Advisory (IFA) firm. This role involves managing an established client portfolio, providing you with the opportunity to enhance and expand your professional network.
Key Responsibilities:
- Oversee an existing client base while actively seeking new business development opportunities.
- Utilize referrals and existing introducers to foster client relationships.
- Implement strategies to grow the portfolio and enhance client satisfaction.
Compensation and Support:
This position offers a competitive salary along with a comprehensive commission structure, ensuring that your efforts are rewarded. You will benefit from exceptional back-office support, including top-tier paraplanning services.
If you are a qualified Financial Adviser considering a new opportunity, we encourage you to explore this role further.
Commitment to Diversity:
IDEX Consulting is dedicated to fostering an inclusive workplace culture. We believe in fair treatment for all and encourage individuals to bring their authentic selves to work. Our commitment to diversity and inclusion is a continuous journey, aimed at creating equitable pathways within our organization.
For more information about our approach to data privacy, please refer to our Privacy Policy on the IDEX Consulting website.
