Strategic Financial Planner
3 weeks ago
About IDEX Consulting
We are a dynamic consulting firm seeking an experienced Financial Adviser to join our team.
Salary and Benefits:
The estimated annual salary for this position is between £60,000 - £80,000 depending on experience, with additional benefits such as comprehensive training and professional development opportunities.
Job Description:
- You will receive referrals from existing networks and use these to create new business opportunities.
- You will have access to high-quality paraplanning services to support your work.
- If you are a qualified Financial Adviser looking for a challenging role, please get in touch.
Key Responsibilities:
- Generate new business development opportunities
- Utilize existing introducers and referrals
- Work closely with the paraplanning team to deliver excellent client service
Requirements:
To be successful in this role, you will need to be a qualified Financial Adviser with excellent communication and interpersonal skills. You must also be self-motivated and able to work independently.
Why Work with Us?
IDEX Consulting offers a supportive and dynamic working environment, with opportunities for professional growth and development.
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