Independent Financial Advisor

IDEX Consulting Ltd; England; On-site; GBP 67,500 - 82,500; Full time

Benefits offered by this job

Competitive salary

OTE in excess of £100k

Excellent company benefits

Job summary

A leading financial consultancy firm in the Brighton and Hove area seeks an experienced Financial Advisor to inherit a long-standing client book. This mid-senior level role requires a strong background in financial advice and a client-focused approach. The ideal candidate will enjoy a generous salary of up to £75,000 plus OTE exceeding £100k in the first year, with full support from paraplanning and administration teams.

Qualifications

• Experience in delivering financial advice is essential.
• A strong client orientation is required.

Responsibilities

• Inherit an established client book and manage incoming clients.
• Develop new business opportunities.

Skills

Strong financial advice background

Highly client focused

Education

Level 6 qualification or on the pathway to achieving

Job description

Overview

Are you an experienced Financial Advisor based in the Brighton and Hove area who would be interested in inheriting a long-standing client book from a retiring advisor? This opportunity involves inheriting an established book of clients covering the West Sussex area, with potential to develop additional clients via professional connections, referrals and other new business avenues. You will be provided with full paraplanning and administration support to focus on delivering financial advice, while working for a highly regarded, experienced practice that has invested in technology and AI automation to improve efficiencies.

You must have a strong financial advice background, ideally be Level 6 qualified (or on the pathway to achieving) and be highly client focused. This is a top-tier opportunity for an ambitious and skilled financial advisor who can benefit from a profitable client portfolio and also grow the business.

Responsibilities

• Inherit an established client book and manage a continuous stream of clients while developing new business opportunities.
• Provide financial advice with a strong client focus and collaborate with paraplanning and administration support to maximise efficiency.

Qualifications

• Strong financial advice background
• Level 6 qualification or on the pathway to achieving
• Highly client focused

Compensation and Benefits

Salary – Up to £75,000 basic plus OTE in excess of £100k in year 1 plus excellent company benefits

Location

Brighton and Hove, West Sussex area

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance

Referrals may increase your chances of interviewing at IDEX Consulting Ltd. We’re unlocking community knowledge in a new way. AI-assisted insights are provided where relevant.