Senior Investment Advisor

6 days ago


Leeds, Leeds, United Kingdom IDEX Consulting Full time

IDEX Consulting, a leading financial advisory business, requires a Financial Planner to join their team in Yorkshire.

The role involves managing client relationships, providing investment advice, and growing the client base.

The company offers a competitive salary, hybrid working arrangement, and opportunities for professional growth.

Estimated Salary: £50,000 - £70,000 per annum based on the location and industry standards.

Responsibilities:

  • Client Acquisition: Identify new business opportunities, develop strategies to attract new clients, and increase revenue.
  • Client Retention: Build and maintain strong relationships with clients, ensuring they remain satisfied with the services provided.
  • Team Collaboration: Work closely with other team members to achieve business objectives and provide exceptional service to clients.


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