At a Glance
- Tasks: Deliver personalised financial planning solutions to a diverse client base.
- Company: Join IDEX Consulting Ltd, a thriving wealth management team in Cambridge.
- Benefits: Enjoy competitive compensation and a comprehensive benefits package.
- Other info: This hybrid role offers a dynamic work environment with growth opportunities.
- Why this job: Make a real impact by providing holistic financial advice backed by strong referrals.
- Qualifications: Must have Level 4 Diploma in Financial Planning and excellent relationship-building skills.
The predicted salary is between 50000 - 65000 £ per year.
IDEX Consulting Ltd is seeking an experienced Financial Adviser in Cambridge to join their thriving wealth management team. This role offers the opportunity to deliver personalized financial planning solutions to a diverse client base, backed by a strong flow of referrals.
The ideal candidate will possess a minimum Level 4 Diploma in Financial Planning, strong relationship-building skills, and a track record in holistic financial advice. The position offers competitive compensation and a comprehensive benefits package.
Holistic Wealth Advisor (Hybrid) - Referrals & Growth in Cambridge employer: IDEX Consulting Ltd
IDEX Consulting Ltd is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Cambridge. With a strong emphasis on employee growth, we provide ongoing training and development opportunities, alongside a competitive compensation package and comprehensive benefits. Join us to make a meaningful impact in the lives of our clients while enjoying the unique advantages of working in a vibrant city known for its rich history and academic excellence.
