Senior Financial Advisor

16 hours ago


Burgess Hill, West Sussex, United Kingdom IDEX Consulting Full time
About the Role

We are excited to offer an exceptional opportunity for an experienced Financial Adviser to join our team at IDEX Consulting. Based in the West Sussex area, this role offers a unique blend of challenge and reward, with a focus on delivering outstanding client outcomes.

As a key member of our team, you will be responsible for building long-term relationships with clients, identifying their financial goals and objectives, and providing tailored advice and guidance to help them achieve their aspirations.

With a strong emphasis on professional development and continuous learning, we offer a supportive and stimulating work environment that encourages innovation and creativity. Our team is passionate about delivering exceptional client service and making a positive impact in our community.

Key Responsibilities:

  • Build long-term relationships with clients and deliver exceptional client outcomes.
  • Identify clients' financial goals and objectives, and provide tailored advice and guidance.
  • Develop and maintain good client relationships through regular meetings and seminars.

Requirements:

  • Diploma in Regulated Financial Planning (or FCA approved equivalent) and CF30 status.
  • Clear demonstration of a client-centric approach and professionalism.
  • Excellent interpersonal skills, approachability, and IT skills.

Benefits:

  • Support to build your client base and future value.
  • End-to-end in-house client journey and back-office support.
  • Client-centric proposition and trusted brand reputation.
  • Platform to deliver efficient and cost-effective solutions.
  • Established Practice Buy Out option on exit.

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



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