Experienced Financial Services Professional
1 week ago
Our Firm
">IDEX Consulting is a well-established wealth management firm dedicated to delivering exceptional client experiences.
">Salary and Perks
">This exciting role offers a competitive salary of £60,000 - £80,000 per annum, plus a car allowance and an attractive bonus scheme.
">Job Description and Responsibilities
">We are seeking an experienced Financial Adviser to join our team, focusing on client acquisition, relationship building, and financial portfolio management. The successful candidate will work from home or our local office, benefiting from a supportive and collaborative work environment.
">The ideal candidate will possess a strong understanding of financial planning principles, regulatory requirements, and industry developments, ensuring they provide high-quality advice to clients and drive business growth.
">Key Skills and Qualifications
">- A recognized qualification in Regulated Financial Planning (e.g., Diploma in Regulated Financial Planning) and CF30 status.
- Exceptional communication and interpersonal skills, with experience working in a client-facing role.
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