High-Net-Worth Financial Advisor β€” Hybrid Role with Autonomy in Chichester

High-Net-Worth Financial Advisor β€” Hybrid Role with Autonomy in Chichester

Chichester Full-Time 54000 - 66000 Β£ / year (est.) Home office (partial)
IDEX Consulting Ltd

At a Glance

  • Tasks: Grow new business and serve high-net-worth clients with strong support.
  • Company: Established financial practice with a focus on client relationships.
  • Benefits: Hybrid working, strong admin support, and extensive referral opportunities.
  • Other info: Great networking opportunities and potential for career growth.
  • Why this job: Enjoy autonomy while making a real impact in clients' financial lives.
  • Qualifications: Proven track record in financial advising and client relationship management.

The predicted salary is between 54000 - 66000 Β£ per year.

IDEX Consulting Ltd is partnering with a well-established practice to recruit a Financial Adviser with a proven track record in growing new business and serving high-net-worth clients.

You will inherit a steady client base and benefit from strong admin and paraplanning support, enabling you to concentrate on relationships and revenue.

The role offers hybrid working near Hertfordshire, with extensive referral opportunities from professional connections, marketing and networking.

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High-Net-Worth Financial Advisor β€” Hybrid Role with Autonomy in Chichester employer: IDEX Consulting Ltd

IDEX Consulting Ltd is an excellent employer that values innovation and integrity, offering a dynamic work culture where compliance and operational excellence are at the forefront of business growth. With flexible working arrangements and a commitment to employee development, team members are empowered to shape processes and drive meaningful change within the insurance sector. Join us in a role that not only challenges you but also rewards your contributions in a supportive environment.

IDEX Consulting Ltd

Contact Details:

IDEX Consulting Ltd Recruitment Team

We think you need these skills to ace High-Net-Worth Financial Advisor β€” Hybrid Role with Autonomy in Chichester

Business Development
Client Relationship Management
Financial Planning
High-Net-Worth Client Servicing
Networking Skills
Marketing Skills
Analytical Skills