Are you a qualified Financial Adviser looking for a role where you can focus on delivering exceptional advice without the demands of constant travel?
Be one of the first applicants, read the complete overview of the role below, then send your application for consideration.
I'm recruiting for an experienced Associate Financial Adviser to join a growing, client-focused wealth management business in London. This is an excellent opportunity to work with an established client bank, providing high-quality financial planning while building long-term relationships and delivering outstanding client outcomes.
The Role
As part of a collaborative advice team, you'll provide holistic, FCA-compliant financial advice across investments, pensions, protection and tax planning. You'll work closely with paraplanners and adviser support colleagues, allowing you to focus on what you do best-helping clients achieve their financial goals.
You'll be responsible for:
- Providing regulated financial advice via telephone and Microsoft Teams.
- Conducting comprehensive client reviews and identifying financial planning opportunities.
- Developing tailored recommendations using the firm's centralised investment proposition.
- Preparing and presenting personalised financial plans and suitability reports.
- Building long-term client relationships through regular reviews and proactive communication.
- Identifying opportunities to develop existing client relationships and contribute to business growth.
- Maintaining high standards of compliance in line with FCA regulations and Consumer Duty.
- Working collaboratively with paraplanners, adviser support and the wider business to deliver exceptional client outcomes.
What We're Looking For
Essential
- Level 4 Diploma in Regulated Financial Planning (or equivalent).
- Current Statement of Professional Standing (SPS).
- Demonstrable experience providing regulated financial advice. This can be 1 year plus experience
- CAS NOT a prerequisite
Desirable
- Chartered Financial Planner status or Level 6 qualification.
- Experience using CRM systems. xgikmsk
- Specialist financial planning qualifications.
About You
You'll be someone who genuinely enjoys building trusted client relationships and delivering advice t...
Associate Financial Advisor employer: IDEX Consulting Ltd Careers
Join a well-established independent Chartered insurance broker in Bristol, where you will find a supportive work culture that prioritises employee growth and development. With comprehensive training and mentorship from experienced professionals, you'll have the opportunity to enhance your technical knowledge and advance your career in the commercial insurance market. The company values ambition and offers a dynamic environment that encourages progression, making it an excellent employer for those looking to build a meaningful career.
Contact Details:
IDEX Consulting Ltd Careers Recruitment Team
