Experienced Financial Planning Professional
3 days ago
We are seeking an experienced Financial Adviser to join our team in West Sussex. In this key role, you will be responsible for building long-term relationships with clients, delivering tailored financial strategies, and acquiring new business opportunities.
Job Description:
- 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.
Why IDex Consulting?
- REPUTABLE BRAND REPUTATION: Join a reputable and established practice with a trusted brand reputation.
- ONGOING LEARNING AND DEVELOPMENT CULTURE: Benefit from ongoing learning and development opportunities, helping you stay up-to-date with industry trends and best practices.
- PLATFORM FOR GROWTH AND DEVELOPMENT: Take advantage of opportunities for professional growth and development, including access to full support and resources.
Requirements:
- 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.
Salary: The estimated salary range for this position is £70,000 - £90,000.
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