Financial Services Expert
1 month ago
IDex Consulting is seeking an experienced Financial Adviser to join our team in West Sussex. This key role offers a unique opportunity for professional growth and development, with access to full support and resources.
Salary: The salary for this position is £65,000 - £85,000, plus an excellent bonus scheme and full administrative support.
Responsibilities:
- BUILDING LONG-TERM RELATIONSHIPS: Develop and maintain strong relationships with existing clients, providing tailored financial strategies and guidance.
- DELIVERING CLIENT OUTCOMES: Work closely with clients to understand their financial goals and objectives, delivering solutions that meet their needs.
- ACQUIRING NEW BUSINESS: Identify and pursue new business opportunities, utilizing effective business planning and development skills.
Required Skills and Qualifications:
- DIPLOMA IN REGULATED FINANCIAL PLANNING: Possess a Diploma in Regulated Financial Planning or equivalent qualification.
- CLIENT-CENTRIC APPROACH: Demonstrate a client-centric approach, prioritizing the needs and goals of clients.
- EXCELLENT INTERPERSONAL SKILLS: Possess excellent interpersonal skills, able to build rapport with clients and colleagues alike.
Benefits:
- ACCESS TO FULL SUPPORT AND RESOURCES: Enjoy access to full support and resources, including in-house client journey and back-office support.
- PLATFORM FOR PROFESSIONAL DEVELOPMENT: Take advantage of opportunities for professional development and growth, including ongoing learning and development culture.
- OPPORTUNITY FOR PRACTICE BUY-OUT ON EXIT: Consider the possibility of establishing a practice buy-out on exit.
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