Senior IFA – Holistic Private-Client Financial Advisor

IDEX Consulting; Liverpool; On-site; GBP 45,000 - 65,000; Full time

Job summary

IDEX Consulting is seeking an experienced Independent Financial Advisor to join its 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 businesses existing client portfolio whilst growing the opportunity to win new business via networking, research and marketing.

Qualifications

• Minimum of Diploma level 4 qualified.
• Proven track record of working as a Financial Adviser.
• Be motivated and driven to exceed business targets.

Responsibilities

• Provide holistic financial planning to prospective and existing clients.
• Compile accurate client requirements and meet internal business standards.
• Undertake regular factfinding, presentations and service reviews with clients.
• Maintain and ensure client files are kept up to date.
• Identify and pursue new business opportunities.
• Follow up on enquiries in a timely manner.
• Generate a pipeline to meet business targets.
• Ensure ongoing continuous professional development.

Skills

Proven track record of working as a F

Motivated and driven to exceed targets

Education

Diploma level 4

Job description

IDEX Consulting is seeking an experienced Independent Financial Advisor to join its 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 businesses existing client portfolio whilst growing the opportunity to win new business via networking, research and marketing.