At a Glance
- Tasks: Provide expert financial advice and lead a team of advisors to achieve client goals.
- Company: Leading financial services firm in London with a client-centric approach.
- Benefits: Competitive salary, performance bonuses, and comprehensive corporate benefits.
- Other info: Hybrid work model with opportunities for professional growth.
- Why this job: Join a passionate team and make a real impact on clients' financial success.
- Qualifications: Experience in financial advising and strong leadership skills.
The predicted salary is between 49500 - 60500 £ per year.
This range is provided by IDEX Consulting Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range Location: London - Hybrid Salary: Up to Circa £115,000 basic with performance-based bonuses and advisor commission plus full corporate benefits package.
The Company: A leading financial services firm based in London, specialising in providing bespoke financial advice to high-net-worth individuals and businesses. They pride themselves on their client-centric approach, offering tailored solutions to help clients achieve their financial objectives.
I’m looking to speak to a passionate and driven Financial Advisor or Financial Advisor Manager to join the talented team. If you are motivated by delivering exceptional financial guidance and have the experience to lead a team, we want to hear from you.
Key Responsibilities:
- Offer expert financial advice to clients on a wide range of areas, including investment strategies, retirement planning, tax efficiency, and estate planning.
- Build and maintain long-lasting relationships with clients, ensuring high levels of satisfaction and trust.
- Conduct detailed financial assessments to understand clients’ goals, risk profiles, and long-term objectives.
- Lead, mentor, and support a team of junior financial advisors, ensuring a high level of performance and professionalism.
- Drive new business development through networking, referrals, and proactive outreach to potential clients.
- Keep abreast of the latest industry trends, regulations, and market changes to provide accurate and relevant advice.
- Meet and exceed individual and team performance targets to contribute to organisations growth and success.
We’re Hiring: Director of Financial Planning 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.
