IFA

My client is currently looking for an experienced Financial Planner to join their office in Truro.

On a daily basis, you will build and develop trusted relationships both internally and externally with current and potential clients, providing personal and bespoke financial planning and wealth management advice. You will be passionate about the service you provide, demonstrating personal care and attention to deliver solutions and support the investment management team with their growth strategy.
You will be inheriting a book of clients but the encouraged to develop your own source of clients through networking and existing clients.

This firm expect the highest standards of service and professionalism. In return, they offer a very competitive salary with benefits and a generous bonus scheme based upon individual and team performance.

They are committed to personal and career development and have a clear progression framework to support your individual career path and ambitions. They also provide personal and financial support with your professional study and qualifications.

Essential skills, experience and qualifications:

• Diploma (Dip PFS) or equivalent, preferably Chartered status
• Demonstrated ability to build and maintain internal relationships as well as exceeding client expectations and service
• Ability to understand and communicate advice practices and processes clearly and effectively
• Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies and solutions

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.