Senior Financial Adviser: Own £50M AUM Wealth Book

IDEX Consulting; Colchester; Sur place; GBP 72 000 - 88 000; Plein temps

Avantages offerts par ce poste

Bonus

Long-term career development

Strong professional support structure

Résumé du poste

IDEX Consulting is seeking an experienced Financial Adviser to take ownership of an established client book of up to £50m AUM in Colchester. You will develop and maintain relationships while delivering holistic financial planning and investment advice within a supportive professional team.

The role offers a strong development path, a collaborative, compliance-focused environment, and long-term career opportunities; salary up to £80,000 with bonus.

Qualifications

• Experience as a Financial Adviser delivering holistic financial planning.
• Proven ability to manage and grow an established client bank.
• Strong knowledge across investments, pensions and retirement planning.
• Good communication and relationship-building with clients.

Responsabilités

• Take ownership of an established client book of up to £50m AUM.
• Meet clients and provide holistic financial planning and investment advice.
• Review client objectives and adapt advice as circumstances evolve.
• Collaborate with Paraplanners and support teams to deliver high-quality service.
• Maintain compliance with regulatory requirements and standards.

Connaissances

Financial advisory

Client relationship management

Investments knowledge

Pensions planning

Regulatory compliance

Communication skills

Formation

Industry qualifications

Description du poste

IDEX Consulting is seeking an experienced Financial Adviser to take ownership of an established client book of up to £50m AUM in Colchester. You will develop and maintain relationships while delivering holistic financial planning and investment advice within a supportive professional team.

The role offers a strong development path, a collaborative, compliance-focused environment, and long-term career opportunities; salary up to £80,000 with bonus.