Financial Advisor

IDEX Consulting; England; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player in Financial Advisory is seeking an experienced Financial Advisor to join their dynamic team. This role offers the opportunity to manage a portfolio of clients in the West Sussex region, focusing on delivering tailored financial advice. With a strong emphasis on relationship building and client satisfaction, the successful candidate will benefit from comprehensive support and training to ensure a smooth transition into the role. The firm promotes a hybrid working model, allowing for flexibility and continued professional growth within a supportive environment. Join a forward-thinking company that values diversity and inclusion, and make a significant impact in the financial sector.

Benefits

Full paraplanning and administrative support

Comprehensive training and development program

Opportunities for continued professional growth

Qualifications

• Must hold the Diploma in Regulated Financial Planning and be FCA regulated.
• Ability to build long-standing relationships with clients.

Responsibilities

• Review and respond to clients' financial needs and circumstances.
• Acquire and develop new business from clients and introducers.
• Conduct comprehensive reviews of clients' financial situations.

Skills

Diploma in Regulated Financial Planning

Client Relationship Management

Financial Analysis

Education

Diploma in Regulated Financial Planning

Job description

Overview:
IDEX Consulting is partnering with a leading national Financial Advisory firm seeking an experienced Financial Advisor to join their growing team. Due to ongoing acquisitions throughout 2024 and 2025, the firm is looking for a skilled professional to inherit a portfolio of clients based in the West Sussex region

Key Responsibilities:

• Review and respond to clients' evolving financial needs and circumstances. Keep both clients and introducers informed about new financial products, legislative changes, and potential impacts on pensions, savings, investments, and overall financial plans
• Acquire and develop new business from both new and existing clients, as well as from professional introducers.
• Cultivate and maintain strong client and introducer relationships through regular meetings, seminars, and continuous feedback to the wider team
• Conduct comprehensive reviews of clients' financial situations, current provisions, and future goals. Analise information, conduct research, and prepare tailored financial planning reports that address clients' specific needs across all areas of financial advice

Qualifications and Skills:

• The successful candidate must hold the Diploma in Regulated Financial Planning and be regulated via the FCA and ideally making progress towards chartered status
• A natural ability to build and maintain long-standing relationships with clients, coupled with an empathetic approach

Benefits:

• Full paraplanning and administrative support
• A comprehensive training and development program to ensure a smooth transition into the role
• Opportunities for continued professional growth within the firm
• Hybrid/flexible working

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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.