At a Glance
- Tasks: Provide holistic financial planning and grow client relationships through networking and marketing.
- Company: IDEX Consulting, a growing firm with a focus on private-client services.
- Benefits: Competitive salary, flexible working hours, and opportunities for professional growth.
- Other info: Exciting opportunity to work in Manchester or Liverpool with a supportive team.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Experience as an Independent Financial Advisor and strong networking skills.
The predicted salary is between 54000 - 66000 £ per year.
IDEX Consulting is seeking an experienced Independent Financial Advisor to join its growing private-client team in the North West, with offices in Manchester and Liverpool.
You will provide holistic financial planning across savings and investments, tax and estate planning, and pension and retirement planning; working with the businesses existing client portfolio whilst growing the opportunity to win new business via networking, research and marketing.
Senior IFA – Holistic Private-Client Financial Advisor in Liverpool employer: Idex Consulting
Join a prestigious law firm in London that offers a dynamic and collaborative work environment, where your contributions to high-profile equity capital markets deals will be valued. With a strong commitment to employee development, you will have access to ongoing training and mentorship opportunities, ensuring your professional growth in a fast-paced global setting. The firm's culture promotes teamwork and innovation, making it an excellent place for ambitious solicitors looking to make a meaningful impact in their careers.
