At a Glance
- Tasks: Provide expert financial advice and build strong client relationships.
- Company: Join a growing financial planning firm with a focus on inclusion.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Dynamic role with opportunities for growth and continuous learning.
- Why this job: Kickstart your career in finance and make a real impact on clients' lives.
- Qualifications: Hold or be working towards Level 4 diploma; experience as a paraplanner is a plus.
The predicted salary is between 25000 - 32000 £ per year.
We are working on an excellent opportunity for a Financial Planner or Trainee to join a growing financial planning firm as desk based Financial Adviser.
Delivering excellent financial planning, advice and service to clients.
- Ideal Candidate
- Hold CAS - or be working towards
- Level 4 diploma qualified
- Experience as a paraplanner if not CAS
- Desire to be a successful Financial Planner
Your role will include but will not be limited to
- Look after a client base that will be on offer to you.
- Generate new client enquiries and generates advice income from these
- Convert the client leads
- Undertake sales and marketing activity in line with local/regional/national plans
- Work to achieve or exceed annual new business revenue target
- Provide expert independent advice to designated clients
- Maintenance of 'fit and proper' status through continuous professional development, suitable development opportunities and maintenance of SPS
- Evidence and maintain knowledge of company policies, processes and guidance
- Ensure that client advice and reports are compliant with company processes and regulatory requirements
- Use standard template documentation approved by the company
- Ensure technical knowledge and general industry knowledge is always maintained
- Delivery of a positive client service experience to ensure appropriate client outcomes, client journey and client communication
- Speed of response/turnaround time in accordance with service standards set out in procedures and clients kept appropriately appraised
- Develop and maintain good working relationships with external professional connections (ensuring appropriate agreements in place) to develop additional business opportunities
- Use objectives to focus on key business areas
- Highlight personal training needs to ensure a consistent level of service is offered to the business
This role would suit someone who has worked within a new business environment and is driven to become a successful Adviser.
Visit the IDEX Consulting Ltd website for further opportunities.
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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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JUNIOR IFA (DESK BASED) employer: IDEX Consulting
IDEX Consulting is an exceptional employer that fosters a collaborative and innovative work culture, ideal for professionals looking to make a significant impact in the field of international M&A and growth. With a strong emphasis on employee development, we offer numerous opportunities for career advancement and the chance to work alongside industry leaders in the vibrant setting of Greater London. Join us to be part of a forward-thinking team that values your expertise and encourages you to shape the future of corporate law.
