Senior Financial Advisor - Hybrid, HNW Clients, AI Support

Senior Financial Advisor - Hybrid, HNW Clients, AI Support

Full-Time 50000 - 60000 Β£ / year (est.) No working from home possible
IDEX Consulting Ltd

At a Glance

  • Tasks: Provide top-notch financial advice to high-net-worth clients and manage a substantial client base.
  • Company: IDEX Consulting Ltd, a supportive and innovative financial consultancy.
  • Benefits: Hybrid working options, autonomy in your schedule, and a strong team environment.
  • Other info: Great opportunity for career growth in a thriving financial sector.
  • Why this job: Join a dynamic team and make a real difference in clients' financial futures.
  • Qualifications: Level 6 qualified or on track, with solid knowledge in investments and pensions.

The predicted salary is between 50000 - 60000 Β£ per year.

IDEX Consulting Ltd is seeking a Financial Advisor based in Kent, offering hybrid and home-based working options. The position allows you to inherit a substantial client base while providing first-class financial advice.

With a supportive team and autonomy in your schedule, this role is tailored for experienced advisors, ideally level 6 qualified or on the path to achieve it, with strong product knowledge in Investments, Pensions, Protection, IHT, and Trusts.

Senior Financial Advisor - Hybrid, HNW Clients, AI Support employer: IDEX Consulting Ltd

IDEX Consulting Ltd is an exceptional employer, offering a dynamic work culture that prioritises flexibility and employee autonomy. With a strong focus on professional development, employees benefit from a substantial client base and the opportunity to provide top-tier financial advice, all while enjoying the advantages of hybrid working in the beautiful county of Kent.

IDEX Consulting Ltd

Contact Details:

IDEX Consulting Ltd Recruitment Team

We think you need these skills to ace Senior Financial Advisor - Hybrid, HNW Clients, AI Support

Financial Advisory
Client Relationship Management
Investment Knowledge
Pension Knowledge
Protection Products Knowledge
Inheritance Tax (IHT) Knowledge
Trusts Knowledge