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For Companies At a Glance
- Tasks: Advise high-net-worth clients and develop strong financial strategies.
- Company: Reputable financial practice with a focus on client excellence.
- Benefits: Hybrid role, administrative support, and significant earning potential.
- Why this job: Join a supportive team and nurture an existing client base for growth.
- Qualifications: Experience in financial advising and a proactive team player.
- Other info: Inclusive culture committed to diversity and professional development.
The predicted salary is between 28800 - 48000 £ per year.
The Opportunity
Are you a Financial Adviser with experience in generating new business, seeking increased earning potential?
This is a superb chance to join a well-established, reputable practice where you will benefit from:
- A steady stream of loyal, existing clients inherited through a gradual transition.
- Full administrative and paraplanning support so you can focus on client relationships and business development.
- A wealth of high-quality referral opportunities from professional connections, marketing, and networking channels.
Requirements
Be proven experience advising in the high-net-worth space.
- Be confident advising across the full spectrum of financial planning products.
- Be a proactive team player who contributes to the firm\\\’s growth and reputation.
- Live within a reasonable commute of Hertfordshire and enjoy the benefits of a hybrid role.
Why This Role Stands Out
- Strong existing client base ready to be nurtured and grown.
- Top-tier support from experienced admin and paraplanning teams.
- The autonomy to develop your network and increase earnings significantly.
- A collaborative, professional environment focused on client excellence.
If you\\\’d like to have a confidential conversation about this opportunity, please get in touch. Alternatively, submit your CV and we\\\’ll arrange a time to speak. – Samantha.durbridge@idexconsulting.com
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
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.
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Financial Advisor employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisors, attend industry events, and join relevant online forums. The more people you know, the more opportunities will come your way.
✨Tip Number 2
Show off your expertise! Create content that showcases your knowledge in financial planning. Whether it’s blog posts, videos, or social media updates, let potential clients see what you can do for them.
✨Tip Number 3
Don’t be shy about following up! After meeting someone or having a conversation, drop them a quick email or message to keep the connection alive. It shows you’re proactive and genuinely interested.
✨Tip Number 4
Apply through our website! We’ve got loads of resources and support to help you land that dream job. Plus, it’s a great way to show you’re serious about joining our team.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Advisor role. Highlight your experience in generating new business and advising high-net-worth clients. We want to see how your skills align with what we're looking for!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use numbers and examples to demonstrate how you've contributed to previous firms' growth and client satisfaction. This will help us see your potential impact.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial advising and how you can contribute to our team. Keep it professional but let your personality come through!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it shows you're keen on joining us!
How to prepare for a job interview at IDEX Consulting
✨Know Your Financial Products
Make sure you brush up on your knowledge of various financial planning products. Be ready to discuss how you've successfully advised clients in the high-net-worth space and how you can leverage that experience to benefit the firm.
✨Showcase Your Business Development Skills
Prepare examples of how you've generated new business in the past. Highlight your proactive approach and any successful strategies you've implemented to grow client relationships and networks.
✨Emphasise Team Collaboration
Since this role values teamwork, be ready to discuss how you've contributed to a team's success in previous roles. Share specific instances where your collaboration led to improved client outcomes or enhanced team performance.
✨Research the Company Culture
Familiarise yourself with the company's commitment to diversity, equity, and inclusion. Be prepared to discuss how you align with these values and how you can contribute to creating an inclusive environment within the firm.
