At a Glance
- Tasks: Help clients navigate their financial journeys and build lasting relationships.
- Company: Join a national Financial Advisory firm with a focus on growth and inclusivity.
- Benefits: Enjoy full support, training, and opportunities for career advancement.
- Other info: Be part of a diverse team committed to inclusion and equity.
- Why this job: Make a real difference in clients' lives while developing your financial expertise.
- Qualifications: Diploma in Regulated Financial Planning and strong relationship-building skills.
The predicted salary is between 50000 - 70000 £ per year.
IDEX Consulting are working with a national Financial Advisory firm who are seeking an Independent Financial Advisor to join their growing business. Due to continued acquisitions across 2024 and 2025, the business requires an IFA to inherit a book of clients from a retiring Advisor in the Preston area.
Duties include:
- Reviewing and responding to Clients' changing needs and financial circumstances, keeping Introducers and Clients up to date with new financial products, or changes to legislation that may affect their Clients' pensions, savings, investments and financial plans.
- Acquiring and developing new business from new/existing Clients and professional introducers.
- Developing and maintaining good Client & introducer relationships through Client meetings, seminars and continuous feedback to the team.
- Conducting in-depth reviews of Clients' financial circumstances, current provision and future aims and objectives whilst analysing information, conducting research and preparing financial planning reports best suited to the individual Clients' requirements covering all areas of advice.
The Diploma in Regulated Financial Planning is essential for the successful applicant. You will be empathetic in nature, whilst demonstrating a capability of building long-standing client relationships.
In return you will benefit from full Paraplanning and admin support, along with a training and development program which ensures a smooth transition into the role, along with opportunities to grow further within the business.
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.
Remote Independent Financial Advisor in Perth employer: IDEX Consulting Ltd
IDEX Consulting is an exceptional employer, offering a supportive and inclusive work culture that prioritises employee growth and development. As a Remote Independent Financial Advisor, you will benefit from comprehensive Paraplanning and administrative support, alongside a robust training programme designed to facilitate your transition into the role and foster your career progression. With a commitment to diversity, equity, and inclusion, IDEX ensures that all employees can thrive while building meaningful relationships with clients in the vibrant Preston area.
