Independent Financial Advisor

IDEX Consulting; Preston; On-site; GBP 60,000 - 80,000; Full time

Job summary

An established industry player is seeking an Independent Financial Advisor to join their expanding team in Preston. This role is pivotal as you will inherit a book of clients from a retiring advisor, allowing you to make an immediate impact. You will be responsible for reviewing and responding to clients' changing financial needs, developing new business, and maintaining strong relationships with clients and introducers. With full paraplanning and admin support, along with a robust training and development program, this position offers a fantastic opportunity for growth and success in your financial advisory career. If you are passionate about helping clients achieve their financial goals, this role is perfect for you.

Benefits

Full Paraplanning Support

Training and Development Program

Opportunities for Career Growth

Qualifications

• Essential Diploma in Regulated Financial Planning.
• Empathetic nature with strong client relationship skills.

Responsibilities

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

Skills

Client Relationship Management

Financial Planning

Business Development

Empathy

Education

Diploma in Regulated Financial Planning

Job description

IDEX Consulting are working with a national Financial Advisory firm who are seeking an Independent Financial Advisor to join their growing business.

Due to continued acquisitions across 2024 and 2025, the business requires an IFA to inherit a book of clients from a retiring Advisor in the Preston area.

Duties include:

1. Reviewing and responding to Clients' changing needs and financial circumstances, keeping Introducers and Clients up to date with new financial products, or changes to legislation that may affect their Clients' pensions, savings, investments and financial plans.
2. Acquiring and developing new business from new/existing Clients and professional introducer.
3. Developing and maintaining good Client & introducer relationships through Client meetings, seminars and continuous feedback to the team.
4. Conducting in-depth reviews of Clients' financial circumstances, current provision and future aims and objectives whilst analysing information, conducting research and preparing financial planning reports best suited to the individual Clients' requirements covering all areas of advice.

The Diploma in Regulated Financial Planning is essential for the successful applicant. You will be empathetic in nature, whilst demonstrating a capability of building long-standing client relationships. In return you will benefit from full Paraplanning and admin support, along with a training and development program which ensures a smooth transition into the role, along with opportunities to grow further within the business.

For more information please contact Graeme Hyland on 07896 933622 or email [e-mail].