Remote Financial Advisor for HNW Clients | £80k DOE + Bonus

IDEX Consulting Ltd; Maidenhead; Teletrabalho; GBP 72 000 - 88 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Remote work

Resumo da oferta

IDEX Consulting Ltd represents a boutique independent financial planning firm in Maidenhead that is hiring an experienced Financial Adviser after a recent acquisition. You’ll inherit a client bank of about £50m AUM with predominantly HNW clients.

The role is largely remote (local to Maidenhead to attend occasional meetings). Basic salary is £80,000 with bonus potential and future equity opportunities for high performers.

Qualificações

• Experience advising HNW clients.
• Strong relationship-building skills.
• Excellent communication and client service.

Responsabilidades

• Manage an established client portfolio.
• Provide holistic financial planning.
• Build long-term client relationships.

Descrição da oferta de emprego

IDEX Consulting Ltd represents a boutique independent financial planning firm in Maidenhead that is hiring an experienced Financial Adviser after a recent acquisition. You’ll inherit a client bank of about £50m AUM with predominantly HNW clients.

The role is largely remote (local to Maidenhead to attend occasional meetings). Basic salary is £80,000 with bonus potential and future equity opportunities for high performers.