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For Companies At a Glance
- Tasks: Advise high-net-worth clients and develop new business opportunities.
- Company: Reputable financial practice with a focus on client excellence.
- Benefits: Hybrid role, strong support team, and significant earning potential.
- Why this job: Join a collaborative environment and nurture a loyal client base.
- Qualifications: Experience in financial advising and a proactive team player.
- Other info: Opportunity for career growth and networking in Hertfordshire.
The predicted salary is between 36000 - 60000 £ 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
- Have 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.
New Business Financial Advisor employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land New Business Financial Advisor
✨Network Like a Pro
Get out there and connect with people in the financial sector! Attend industry events, join local networking groups, and don’t be shy about reaching out to potential clients or colleagues on LinkedIn. Remember, it’s all about building relationships that can lead to new business opportunities.
✨Showcase Your Expertise
Create content that highlights your knowledge in financial planning. Whether it’s writing articles, hosting webinars, or sharing insights on social media, let your expertise shine! This not only builds your personal brand but also attracts clients who are looking for someone with your skills.
✨Leverage Existing Clients
Don’t forget about your current clients! They can be your best source of referrals. Keep in touch, provide excellent service, and ask for introductions to their networks. A satisfied client is often more than happy to recommend you to others.
✨Apply Through Our Website
If you’re keen on this opportunity, make sure to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace New Business Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the New Business Financial Advisor role. Highlight your experience in high-net-worth advising and any relevant achievements to grab our attention!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're the perfect fit for this role. Share your passion for financial advising and how you can contribute to our team's growth and reputation.
Showcase Your Network: Since this role involves business development, don’t forget to mention your existing professional connections and referral opportunities. We love seeing how you can leverage your network to benefit our practice!
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for this fantastic opportunity. Plus, it makes the process smoother for everyone!
How to prepare for a job interview at IDEX Consulting
✨Know Your Financial Products
Make sure you brush up on your knowledge of the full spectrum of 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 specific strategies you've used to build client relationships and expand your network.
✨Emphasise Team Collaboration
Since this role values teamwork, be prepared to discuss how you've contributed to a team's success in previous roles. Share instances where your collaboration led to improved client satisfaction or business growth.
✨Research the Company Culture
Familiarise yourself with the company's commitment to diversity, equity, and inclusion. Be ready to discuss how you align with these values and how you can contribute to creating an inclusive environment within the team.
