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Award-Winning Financial Planning and Wealth Management Professional

2 months ago


Glasgow, Glasgow City, United Kingdom IDEX Consulting Full time

Financial Advisor | Independent Financial Advisor Opportunity

£100,000 - £150,000 | Un-Capped Earnings

Roles across the UK

Clients and Leads Provided

An award-winning national financial services business is seeking to expand its team of Diploma Qualified Financial Advisors | Independent Financial Advisors across the UK.

About the Role

  • Financial Advisor | Independent Financial Advisor
  • Diploma Level 4 Qualified
  • Access to leads and clients
  • Advising clients locally
  • Conduct fact-find meetings with new and existing clients
  • Prepare sound financial plans to ensure clients meet their financial goals
  • Generate new business and build introducer relationships
  • Build your client book
  • Grow your recurring income
  • Work from home

Benefits

  • Market-leading self-employed contract
  • OTE: £100k+
  • Average earnings across the UK c£150,000
  • Un-capped earnings
  • Back-office support
  • Adviser retirement package

Requirements

  • Diploma Level 4 Qualified UK Financial Advisor
  • 1-year minimum experience as a Financial Advisor
  • Experience in offering holistic financial advice
  • Proven track record of success and achievement
  • Good at business development or looking to build up own client book
  • You may have a client book already and need a superior proposition

About IDEX Consulting

IDEX Consulting is a leading provider of financial education in the workplace, supported by guidance and advice. We carry out seminars and webinars every month, educating employees about retirement planning.