Independent Financial Advisor: Holistic Client Planning

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

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.