Financial Services Expert

1 month ago


Burgess Hill, West Sussex, United Kingdom IDEX Consulting Full time
Job Overview:
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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