Financial Services Expert

22 hours ago


Burgess Hill, West Sussex, United Kingdom IDEX Consulting Full time
Financial Services Expert

IDEX Consulting is seeking an experienced Financial Services Expert to join our team in the UK. The successful candidate will inherit an established book of clients from a retiring advisor and provide expert advice on achieving their current and future financial goals.

As a Financial Services Expert, you will have the opportunity to work from home or office locations, with full support from our paraplanning and admin teams. Key responsibilities include:
  • FOLLOWING THE SIX-STAGE ADVICE PROCESS TO BUILD LONG-TERM RELATIONSHIPS AND DELIVER EXCELLENT CLIENT OUTCOMES
  • REVIEWING AND RESPONDING TO CLIENTS' CHANGING NEEDS AND FINANCIAL CIRCUMSTANCES
  • ACQUIRING AND DEVELOPING NEW BUSINESS FROM NEW/EXISTING CLIENTS AND PROFESSIONAL INTRODUCERS
  • OPTIMISING THE USE OF ALL MARKETING OPPORTUNITIES AVAILABLE
  • DEVELOPING AND MAINTAINING GOOD CLIENT & INTRODUCER RELATIONSHIPS
  • CONTACTING CORPORATE AND INDIVIDUAL CLIENTS TO SET UP MEETINGS
  • CONDUCTING IN-DEPTH REVIEWS OF CLIENTS' FINANCIAL CIRCUMSTANCES
  • DELIVERING ACCURATE MANAGEMENT INFORMATION AS REQUESTED

Salary: £65,000 - £85,000 per annum, plus excellent bonus scheme

The benefits of working as an independent financial advisor with IDEX Consulting include:
  • SUPPORT TO BUILD YOUR CLIENT BASE AND FUTURE VALUE
  • END-TO-END IN-HOUSE CLIENT JOURNEY AND BACK-OFFICE SUPPORT
  • A CLIENT-CENTRIC PROPOSITION AND TRUSTED BRAND REPUTATION
  • A PLATFORM TO DELIVER EFFICIENT AND COST-EFFECTIVE SOLUTIONS
  • ESTABLISHED PRACTICE BUY OUT OPTION ON EXIT
  • CONSULTATIVE MARKETING SUPPORT
  • FULL ADMIN SUPPORT
  • FULL PARAPLANNING AND TECHNICAL SUPPORT

To be successful in this role, you will need:
  • A DIPLOMA IN REGULATED FINANCIAL PLANNING (OR FCA APPROVED EQUIVALENT) AND TO MAINTAIN CF30 STATUS
  • A CLEAR DEMONSTRATION OF A CLIENT-CENTRIC APPROACH WITH A WELL-PRESENTED AND ARTICULATE MANNER
  • EXCELLENT INTERPERSONAL SKILLS, APPROACHABILITY, AND PROFESSIONALISM
  • EXPERIENCE IN NETWORKING AND ATTRACTING NEW CLIENTS THROUGH BUSINESS DEVELOPMENT


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