Senior Financial Advisor: Inherit Established Client Book

IDEX Consulting Ltd; England; On-site; GBP 67,500 - 82,500; Full time

Benefits offered by this job

Competitive salary

OTE in excess of £100k

Excellent company benefits

Job summary

A leading financial consultancy firm in the Brighton and Hove area seeks an experienced Financial Advisor to inherit a long-standing client book. This mid-senior level role requires a strong background in financial advice and a client-focused approach. The ideal candidate will enjoy a generous salary of up to £75,000 plus OTE exceeding £100k in the first year, with full support from paraplanning and administration teams.

Qualifications

• Experience in delivering financial advice is essential.
• A strong client orientation is required.

Responsibilities

• Inherit an established client book and manage incoming clients.
• Develop new business opportunities.

Skills

Strong financial advice background

Highly client focused

Education

Level 6 qualification or on the pathway to achieving

Job description

A leading financial consultancy firm in the Brighton and Hove area seeks an experienced Financial Advisor to inherit a long-standing client book. This mid-senior level role requires a strong background in financial advice and a client-focused approach. The ideal candidate will enjoy a generous salary of up to £75,000 plus OTE exceeding £100k in the first year, with full support from paraplanning and administration teams.