Independent Financial Advisor — Private Client Wealth

IDEX Consulting; Manchester; On-site; GBP 45,000 - 70,000; Full time

Job summary

IDEX Consulting in the North West is seeking an experienced Independent Financial Advisor to join their expanding private-client team with offices in Manchester and Liverpool. You will provide holistic financial planning across savings and investments, tax and estate planning, and pension and retirement strategies while servicing the existing client base and developing new business via networking.

The ideal candidate holds a Level 4 Diploma, has a proven IFA track record, and is driven to exceed

Qualifications

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

Responsibilities

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

Education

Diploma Level 4

Job description

IDEX Consulting in the North West is seeking an experienced Independent Financial Advisor to join their expanding private-client team with offices in Manchester and Liverpool. You will provide holistic financial planning across savings and investments, tax and estate planning, and pension and retirement strategies while servicing the existing client base and developing new business via networking.

The ideal candidate holds a Level 4 Diploma, has a proven IFA track record, and is driven to exceed