New Client Advisor - Holistic Financial Planning

IDEX Consulting; West Midlands; On-site; 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 possess a Level 4 Diploma alongside strong skills in financial planning and communication. The firm values diversity and is committed to professional development and dedicated client care.

Qualifications

• Must possess a Level 4 Diploma in financial advice.
• Strong communication skills are essential.

Responsibilities

• Engage with new clients and conduct virtual meetings.
• Manage client relationships effectively.

Skills

Financial planning

Communication

Education

Level 4 Diploma

Job description

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.