Job Opportunity: Financial Advisor
IDEX Consulting is partnering with a national advisory firm to recruit a desk-based Financial Advisor to join their successful team.
The role is primarily home-based, with occasional visits to the Glasgow head office, typically once a month.
This position operates in a fast-paced environment, ideal for an efficient and methodical individual who enjoys managing a high volume of clients.
The company boasts a strong Paraplanning and administrative team, along with colleagues dedicated to scheduling client review meetings, allowing you to focus solely on providing financial advice.
Applicants must hold a Financial Advisory Level 4 qualification to be considered.
Key Responsibilities:
1. Establish contact with clients and gather sufficient information to provide suitable advice, ensuring all necessary material is collected to support recommendations.
2. Complete all basic documentation thoroughly.
3. Draft clear suitability letters that comply with FCA guidelines.
4. Undertake relevant CPD to maintain professional competence.
In return, you will receive an excellent salary with uncapped bonus potential.
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Our Diversity, Equity, and Inclusion Mission
At IDEX, we foster an inclusion-first culture where everyone is treated fairly and can bring their authentic selves to work. We recognize that diverse representation at all levels requires ongoing, measurable effort. We are committed to promoting conscious inclusion and creating equitable pathways within our organization.
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