Job description
Salary to £55, depending on experience, plus bonus, plus excellent holidays, top pension scheme, PHI, PMI
Are you an adviser who writes your own suitability reports or an experienced, level 4 qualified paraplanner interested in combining that with delivery of advice and take your role to the next level?
Idex consulting are looking for people who are passionate about great client service to join this National Advisory Firm and one of the largest Investment companies in the world.
If you would like a role whose advice you can deliver remotely and which comes with an excellent salary and some of the best benefits in the market we want to hear from you.
The role:
1. The Financial Adviser helps to execute the delivery of the Regional Business plan through great financial planning and service to clients whilst adhering to the relevant regulatory and governance requirements and giving due consideration to internal and external business risks.
2. You will undertake broad financial planning ensuring each client's goals are fully understood and the most appropriate solution offered.
3. Manage a portfolio of clients (90 - ) and maintain recurring income stream.
4. Deliver high quality financial planning remotely and achieving required quality standards on a consistent basis.
5. Identify additional opportunities from clients while deepening our understanding of their needs to ensure we exceed expectations and build lasting relationships.
6. Maintain up-to-date technical knowledge of investment markets, products and services, financial planning methodologies and tax, key processes, advice guidelines and compliance procedures.
7. Build and maintain personal and business relationships to help identify new opportunities as well as raise the firms profile.
8. Build links with the clients' other professional advisers to help the client meet their needs.
9. Secure client commitment to initial and on-going financial planning services, securing and growing assets under advice and initial and on-going revenues.
You must be a minimum Level 4 qualified and have strong influencing and communication skills to build and maintain trusted and strong relationships with clients to aid retention and introductions to generate value for clients and the business.