New Client Advisor

IDEX Consulting; Remote; GBP 30,000 - 45,000; Full time

Job summary

A financial advisory firm is seeking a New Client Adviser to provide holistic financial planning and excellent service to help clients achieve their financial goals. The role involves engaging with new clients, conducting virtual meetings, and managing client relationships effectively. Applicants should have a Level 4 Diploma and strong skills in financial planning and communication. Join a company that values diversity and inclusion while committing to professional development and client care.

Qualifications

• Qualified Level 4 Diploma qualification is mandatory.
• Extensive experience in client meetings and financial planning is crucial.
• Strong knowledge in financial planning and regulatory requirements.

Responsibilities

• Engage new clients and provide holistic financial advice.
• Conduct virtual meetings to review and meet financial goals.
• Build and manage client relationships over the first three months.

Skills

Client relationship management

Financial planning

Excellent communication

Problem-solving

Organizational skills

Education

Level 4 Diploma qualification

Level 6 / Chartered status (desired)

Job description

Role Description

As a key member of the Financial Planning (national) team, the New Client Adviser will focus on on-boarding new business, the majority of which will be generated from our Parent Company. Providing prospective clients with holistic financial planning advice and excellent client service to support the on-boarding of clients and managing clients through their initial interactions with business. Great financial advice puts the clients first and supports them in planning their future goals, ensuring they have effective protection and investment strategies in place.

Key Accountabilities

• Ensure you meet the needs of clients by prioritising your time to engaging new clients and providing holistic advice
• Meet new clients virtually over the phone/video, conducting meetings and providing holistic financial advice to review and meet their immediate financial goals
• Build client relationships to identify and address clients' financial needs
• Own the client relationship - in the main up to the first three months of being a client at which point you will hand the client across to the ongoing relationship team, liaising throughout to ensure first class standards of service
• Adapt to enhance relationships with clients and increase opt-in rates for Ongoing Advice Service.
• Seek to develop personal capability and knowledge and maintain a full understanding of the wider marketplace and industry shifts
• Support approach to leading others to joint goals
• Commit to the business values, focusing on delivering against our regulated responsibilities, not least our Consumer Duty responsibilities
• Maintain professional standards and competency, including continuous professional development to support your SPS (Statement of Professional Standing) as part of the business T&C approach

Qualifications & Skills

• Qualified Level 4 Diploma qualification. Level 6 / Chartered status is desired but not essential
• Extensive experience in conducting client meetings and creating a financial plan to support a clients financial planning needs
• Strong knowledge required in all areas of financial planning
• Familiarity with regulatory requirements relating to giving financial advice
• Excellent communication and presentation skills to support ensuring clients receive an excellent experience
• Open and welcoming to change, have exceptional problem-solving skills and an ability to stay focused in times of uncertainty
• Attention to detail and the ability to work independently and collaboratively in a fast-paced, dynamic environment
• Strong organisational skills to manage a large and diverse task list to ensure we deliver great client journeys

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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.