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IDEX Consulting Ltd
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London, Greater London
Financial Adviser
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Job Type: Full-time |
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Salary: £50,000 per annum |
Overview
Are you an Independent Financial Adviser looking for your next opportunity? Would you like to join a fast-growing, national wealth management firm, who can provide you with a client bank, support and leads? We have this exact opportunity, with a leading, highly successful firm based in London. The Company My client is a national wealth management firm, who specialises in private wealth planning, personal financial management and corporate benefit solutions. Role Develop and maintain a bank of high net worth clients through close working relationships with clients and business referral Partners. You will be given a client bank worth £15million funds under management to take over and develop. Responsibilities Work closely with clients to provide customised recommendations to help them achieve their financial goals Consult with clients on investment strategies Respond to client questions and requests Track and translate investment performance and make recommendations Build strong and long lasting relationships with clients Establish a network of referrals To be successful you will need Previous experience within a similar role Diploma qualified as a minimum Experience liaising with high net worth clients Must hold an appropriate qualification in Wealth Management or Investment Advice and Management, or equivalent If successful, you will benefit from A salary of up to £60,000 Client bank available to the new Adviser Admin, paraplanning, compliance support provided Leads also provided This is a fantastic opportunity, with a national and highly successful brand, who are looking for experienced individuals who can demonstrate the ability to inform, influence and advise others. If this is you, send across your CV and we will be in touch with more information. Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.