Independent Financial Advisor

IDEX Consulting Ltd; Lancashire; On-site; GBP 55,000 - 85,000; Full time

Job summary

IDEX Consulting Ltd in the North West is seeking an experienced Independent Financial Adviser to join a growing private-client team with offices in Manchester or Liverpool. You’ll provide holistic financial planning across savings, investments, tax, estate and retirement planning while expanding the client base.

The role targets building a robust pipeline and delivering high standards of client service within a leading practice that supports advisers with development and resources.

Qualifications

• Minimum of Diploma level 4 qualified.
• Proven track record of working as a Financial Adviser.
• Be motivated and driven to exceed business targets.

Responsibilities

• Provide holistic financial planning to prospective and existing clients.
• Compile accurate statements reflecting client requirements and meeting internal standards.
• Undertake regular factfinding, presentations and service review meetings with clients.
• Maintain and ensure client files are kept up to date.
• Strive to recognise new business opportunities.
• Follow up on all enquiries in a timely manner.
• Generate a business pipeline level sufficient to meet your business targets.
• Ensure ongoing continuous professional development.

Skills

Holistic financial planning

Networking

Presentation skills

Education

Diploma level 4

Job description

An award-winning national financial planning firm are seeking to appoint an experienced Independent Financial Advisor into their growing private-client team in the North West. With offices in Manchester and Liverpool they can accommodate someone in either office.

You will be responsible for providing an exceptional level of service across savings and investments, tax and estate planning and pension and retirement planning; working with the businesses existing client portfolio whilst growing the opportunity to win new business via networking, research and marketing.
This opportunity would be ideally suited to a successful IFA, who's built up a network of existing contacts across the market and are looking for an appointment to continue in providing holistic, whole of market advice, within a leading practice who are able to offer support.

Responsibilities:

• Provide holistic financial planning to prospective and existing clients
• Compile accurate that reflect client requirements and meet internal business standards
• Undertake regular factfinding, presentations and service review meeting with clients
• Maintain and ensure client files are kept up to date
• Strive to recognise new business opportunities
• Follow up on all enquiries in a timely manner
• Generate a business pipeline level sufficient to meet your business targets
• Ensure ongoing continuous professional development

What we're searching for:

• Minimum of Diploma level 4 qualified
• Proven track record of working as a Financial Adviser
• Be motivated and driven to exceed business targets

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.