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I'm working with a successful wealth management firm who are looking for a Desk-Based Financial Advisor to join their dynamic team in Bromsgrove. The business are in the midst of an exciting growth trajectory due to their continued success and unlike much of their competition, they have an impressive route for progression.The ideal candidate will:
- Hold CAS - or be working towards
- Level 4 diploma qualified
- Experience using Microsoft Word and Excel and databases
- Desire to be a successful Financial Planner
Responsibilities involve:
- Look after a client base that will be given to you
- Generate new client enquiries and generate advice income from these
- Convert the client leads
- Undertake sales and marketing activity in line with local/regional/national plans
- Work to achieve or exceed annual new business revenue target
- Provide expert independent advice to designated clients
- Maintenance of 'fit and proper' status through continuous professional development, suitable development opportunities and maintenance of SPS
- Ensure that client advice and reports are compliant with company processes and regulatory requirements
- Use standard template documentation approved by the company
- Ensure technical knowledge and general industry knowledge is always maintained
- Develop and maintain good working relationships with external professional connections (ensuring appropriate agreements in place) to develop additional business opportunities
This role would suit someone who is currently a Desk-Based Advisor or someone who works in back office support, mortgage advisory or of a similar field.Perks - The company provides a variety of benefits, including private medical insurance, generous annual leave, sick pay, 5% pension contribution, birthday's off and much more. If you're looking for a welcoming yet professional environment where your career can flourish, apply now to
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
