Financial Advisor

1 week ago

London, Greater London, United Kingdom IDEX Consulting Ltd Full time

A highly regarded Financial Planning practice is looking to add to their Financial Advice team. Due to exciting growth plans for 2025, they are looking for a Financial Advisor to join the office in Hove.

The role incorporates providing whole of the market personal financial advice to new and existing clients via video and telephony channels. This will predominantly be via existing relationships, introducers, and warm leads.

Responsibilities
  • Providing regulated advice across a broad product range including investments and pensions
  • Giving clear, concise, and ethical advice to new and existing clients
  • Developing new avenues of business via first-class service and client outcomes
  • Ensuring sufficient client information is gathered prior to researching and presenting the best possible options
  • Ensuring all supporting documents are maintained
  • Making sure Statement of Professional Standing (SPS) is held at all times
  • Upholding the values and ethics of the organisation

You must be a minimum of Diploma level 4 qualified, have achieved Competent Advisor Status, and be able to demonstrate experience and success in a previous/current regulated advice role.

Joining the organisation at this time would be an excellent career opportunity as the company has ambitious yet achievable plans for growth over the coming years, and the Desk Based Advisor division will be key amongst that growth.

This will provide opportunities to develop in the role in terms of seniority, remuneration, and influence in the coming years. An extremely supportive team, full back office support, and genuinely warm business leads make this an excellent opportunity for the right applicant.

So if you match the above criteria, can travel into the Hove area, and a position as an Independent Financial Advisor is of interest, then please apply for a confidential conversation.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance

#J-18808-Ljbffr

  • financial and insurance advisor

    2 days ago

    London, Greater London, United Kingdom International Financial Advisor Jobs Full time

    Join to apply for the FINANCIAL AND INSURANCE ADVISOR role at International Financial Advisor Jobs2 weeks ago Be among the first 25 applicantsJoin to apply for the FINANCIAL AND INSURANCE ADVISOR role at International Financial Advisor JobsDo you combine your "power" with initiative and sales talent? If you like to work independently and are nevertheless a...

  • financial advisor cyprus

    2 days ago

    London, Greater London, United Kingdom International Financial Advisor Jobs Full time

    Join to apply for the FINANCIAL ADVISOR CYPRUS role at International Financial Advisor Jobs2 weeks ago Be among the first 25 applicantsCompany OverviewOur client is a renowned financial advice company with over 25 years of experience serving the community. Fully regulated under IDD & MiFID, they operate across the EU. Their commitment to independent and...

  • financial consultants thailand

    2 days ago

    London, Greater London, United Kingdom International Financial Advisor Jobs Full time

    Join to apply for the FINANCIAL CONSULTANTS THAILAND role at International Financial Advisor Jobs.2 weeks ago Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.The story of my South East Asian client mirrors that of Hong Kong. Established in 1966, my client started as an insurance firm catering to businesses on...

  • Financial Advisor

    3 weeks ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for youThis is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...

  • Financial Advisor

    7 days ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    Get AI-powered advice on this job and more exclusive features.Direct message the job poster from Quilter Financial Planning.Looking to connect with financial advisers across the UK to discuss existing opportunities within Quilter.APPLICANTS MUST HOLD LEVEL 4 DIPLOMA IN FINANCIAL ADVICEIf you are an experienced Financial Advisor seeking a more supported role...

  • Financial Advisor

    13 hours ago

    London, Greater London, United Kingdom Foresters Financial Full time

    Financial Advisor Kingstone Upon Thames£28,000 OTE uncapped (Up to £45,000 in the first year)We have an opportunity for you to join our growing team at Foresters Financial as a Field Based Financial Advisor, covering the Kingston Upon Thames region in London. This opportunity is home based, travel to clients homes will be expected.Utilising your...

  • trainee financial advisors wanted in dubai

    2 weeks ago

    London, Greater London, United Kingdom International Financial Advisor Jobs Full time

    Our client is a leading independent financial institution with ambitious plans for expansion in Dubai and the wider UAE. They remain at the forefront of independent advice-driven financial planning and are seeking people to work internationally.The world of finance is a rapidly changing place, and the way in which they operate as a company is changing with...

  • Financial Advisor

    2 days ago

    London, Greater London, United Kingdom PNC Financial Services Group, Inc. Full time

    Financial Advisor - PNC InvestmentsApply locationsWalton/Old Perch Office (MIJ25) MI - Washingtontime type: Full timeposted on: Posted Yesterdayjob requisition id: R187735Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers....

  • wealth manager london

    2 days ago

    London, Greater London, United Kingdom International Financial Advisor Jobs Full time

    Join to apply for the WEALTH MANAGER LONDON role at International Financial Advisor Jobs2 weeks ago Be among the first 25 applicantsJoin to apply for the WEALTH MANAGER LONDON role at International Financial Advisor JobsMy client HQ'ed in Abu Dhabi is a borderless IFA practice, designed to help experienced advisers grow their business. Their international...

  • wealth manager qatar

    2 days ago

    London, Greater London, United Kingdom International Financial Advisor Jobs Full time

    Join to apply for the WEALTH MANAGER QATAR role at International Financial Advisor Jobs2 weeks ago Be among the first 25 applicantsJoin to apply for the WEALTH MANAGER QATAR role at International Financial Advisor JobsOur client is one of the largest independent award winning financial services and insurance brokers, with over a twenty-two-year pedigree of...