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- Tasks: Join a home-based team helping clients with financial decisions, especially pensions and retirement planning.
- Company: A national award-winning financial advice firm known for its supportive culture and strong reputation.
- Benefits: Enjoy uncapped commission, competitive bonuses, 25 days holiday, private medical insurance, and a generous pension contribution.
- Why this job: This role offers flexibility, career growth, and the chance to make a real impact on people's financial futures.
- Qualifications: Experience as a Financial Adviser with CAS status and expertise in pensions advice is essential.
- Other info: The company values diversity and inclusion, fostering an authentic workplace for all employees.
The predicted salary is between 43200 - 72000 ÂŁ per year.
Exclusive Opportunity with a Leading National Wealth Management Firm. IDEX is thrilled to be partnering with a prestigious, nationally recognised wealth management firm as they continue their exciting growth journey. We\’re on the lookout for an experienced Financial Planner to join their expanding team based in Liverpool. This firm has built an outstanding reputation for delivering a truly bespoke, high‑calibre service to high-net‑worth clients. With a strong emphasis on long‑term client relationships and a culture of excellence, they\’ve achieved impressive growth in recent years – and their ambitions don’t stop there. This is a rare and highly attractive opportunity to step into an established client book, offering the chance to hit the ground running and further build upon a loyal, high‑value portfolio. You’ll be joining a market‑leading business where your expertise, ambition, and relationship‑building skills will be rewarded with exceptional earning potential and genuine long‑term progression opportunities.
What\’s in it for you?
- Being part of an established, national brand
- Receive continuous leads via internal channels
- Flexibility and autonomy to manage your own diary
- Strong benefits including up to 15% employer pension contributions, full study support for further exams
What we\’re looking for:
- A seasoned Financial Planner with a strong track record of managing HNW and UHNW clients
- Proven success in handling complex financial planning cases
- A results‑driven individual with a passion for delivering first‑class advice and generating new business.
- Minimum Level 4 Diploma in Financial Services
- An enthusiasm for developing external, professional relationships
If you’re ready to elevate your career and work alongside some of the industry\’s most respected professionals, we’d love to hear from you. For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com.
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 with other financial advisors and professionals in the industry. Attend local finance-related events or webinars to connect with potential colleagues and mentors who can provide insights into the company culture and expectations.
✨Tip Number 2
Familiarise yourself with the latest trends in pensions and retirement planning. Being well-versed in current regulations and market changes will not only boost your confidence but also demonstrate your commitment to staying informed in this ever-evolving field.
✨Tip Number 3
Prepare to discuss your previous experiences with pre-qualified leads during the interview. Highlight specific examples of how you successfully converted leads into clients, as this will showcase your ability to thrive in a supportive environment.
✨Tip Number 4
Research the company's values and mission, particularly their focus on diversity, equity, and inclusion. Be ready to articulate how your personal values align with theirs, as this can set you apart as a candidate who fits well within their culture.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Adviser, particularly your CAS status and expertise in pensions advice. Use specific examples to demonstrate your skills and achievements in these areas.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also expresses your enthusiasm for the role. Mention how your values align with the company's commitment to diversity, equity, and inclusion.
Highlight Relevant Experience: In your application, emphasise your experience working with corporate clients and your ability to provide high-quality financial advice. Include any metrics or results that showcase your success in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial advisory field.
How to prepare for a job interview at IDEX Consulting
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products you'll be advising on, especially pensions and retirement planning. Brush up on the latest regulations and trends in the industry to demonstrate your expertise.
✨Prepare for Scenario Questions
Expect to be asked how you would handle specific client scenarios. Prepare examples from your past experience where you've successfully guided clients through financial decisions, particularly regarding pensions.
✨Showcase Your Communication Skills
As a financial advisor, clear communication is key. Be ready to explain complex financial concepts in simple terms. Practice articulating your thoughts clearly and confidently during the interview.
✨Research the Company Culture
Familiarise yourself with the firm's values and culture, especially their commitment to diversity and inclusion. Be prepared to discuss how your personal values align with theirs and how you can contribute to their inclusive environment.
