Private-Client IFA: Holistic Financial Planning & Growth

IDEX Consulting Ltd; Liverpool; On-site; GBP 40,000 - 60,000; Full time

Job summary

IDEX Consulting Ltd is recruiting an experienced Independent Financial Advisor to join a growing private-client team in the North West, with offices in Manchester and Liverpool.

You will provide holistic financial planning across savings and investments, tax and estate planning, and pension and retirement planning; working with the existing client portfolio whilst growing new business via networking, research and marketing.

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 reports reflecting client requirements and standards.
• Undertake regular factfinding, presentations and service review meetings with clients.
• Maintain and ensure client files are up to date.
• Recognise new business opportunities and follow up enquiries promptly.
• Generate a business pipeline sufficient to meet targets.
• Ensure ongoing professional development.

Skills

Networking

Client relationship management

Holistic financial planning

Education

Diploma Level 4

Job description

IDEX Consulting Ltd is recruiting an experienced Independent Financial Advisor to join a growing private-client team in the North West, with offices in Manchester and Liverpool.

You will provide holistic financial planning across savings and investments, tax and estate planning, and pension and retirement planning; working with the existing client portfolio whilst growing new business via networking, research and marketing.