At a Glance
- Tasks: Advise high-net-worth clients and develop your financial planning skills.
- Company: Reputable financial practice with a focus on client excellence.
- Benefits: Hybrid role, strong client base, and top-tier admin support.
- Other info: Inclusive culture committed to diversity and professional growth.
- Why this job: Grow your earnings while nurturing existing client relationships.
- Qualifications: Experience in high-net-worth advising and proactive teamwork.
The predicted salary is between 50000 - 70000 £ per year.
The Opportunity Are you a Financial Adviser with experience in generating new business, seeking increased earning potential?
This is a superb chance to join a well-established, reputable practice where you will benefit from:
- A steady stream of loyal, existing clients inherited through a gradual transition.
- Full administrative and paraplanning support so you can focus on client relationships and business development.
- A wealth of high-quality referral opportunities from professional connections, marketing, and networking channels.
Requirements
- Have proven experience advising in the high-net-worth space.
- Be confident advising across the full spectrum of financial planning products.
- Be a proactive team player who contributes to the firm's growth and reputation.
- Live within a reasonable commute of Hertfordshire and enjoy the benefits of a hybrid role.
- Why This Role Stands Out
- Strong existing client base ready to be nurtured and grown.
- Top-tier support from experienced admin and paraplanning teams.
- The autonomy to develop your network and increase earnings significantly.
- A collaborative, professional environment focused on client excellence.
If you'd like to have a confidential conversation about this opportunity, please get in touch. Alternatively, submit your CV and we'll arrange a time to speak. -
Visit the IDEX Consulting Ltd website for further opportunities.
Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies.
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Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work.
We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort.
We are committed to driving conscious inclusion across our business and creating equitable pathways.
StudySmarter Expert Advice🤫
We think this is how you could land Remote Financial Advisor in Kingsbridge
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We think you need these skills to ace Remote Financial Advisor in Kingsbridge
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How to prepare for a job interview at Grabjobs
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