Are you an Independent Financial Adviser looking for your next opportunity? Would you like to join a fast-growing, national wealth management firm, who can provide you with a client bank, support and leads? We have this exact opportunity, with a leading, highly successful firm based in Nottinghamshire.
My client is a national wealth management firm, who specialises in private wealth planning, personal financial management and corporate benefit solutions. They have over 17,000 clients, with over £10 billion funds under management and are rapidly expanding their business.
Develop and maintain a bank of high net worth clients through close working relationships with clients and business referral partners to provide discretionary portfolio management and advisory investment services.
- Work closely with clients to provide customised recommendations to help them achieve their financial goals
- Consult with clients on investment strategies
- Respond to client questions and requests
- Track and translate investment performance and make recommendations
- Build strong and long lasting relationships with clients
- Establish a network of referrals
To be successful you will need
- Previous experience within a similar role
- Qualified to Level 4 (or equivalent) in providing financial advice
- Must hold a certificate in Financial Planning, or equivalent, as a minimum
- Must hold an appropriate qualification in wealth management or investment advice and management, or equivalent
If successful, you will benefit from
- A salary of up to £45,000
- Client bank available to the new Adviser from a retiring IFA
- Home-based role flexibility
- Admin, paraplanning, compliance support provided
- Leads also provided
Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.
- Independent Financial Adviser
- Financial Planner
- Wealth Manager
- Independent Financial Advisor