Financial Advisor

IDEX Consulting Ltd

Posted 11 hours ago, valid for 16 days

Burgess Hill, West Sussex RH15 8GE

Full Time

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Overview:IDEX Consulting is partnering with a leading national Financial Advisory firm seeking an experienced Financial Advisor to join their growing team. Due to ongoing acquisitions throughout 2024 and 2025, the firm is looking for a skilled professional to inherit a portfolio of clients based in the West Sussex regionKey Responsibilities:

Review and respond to clients' evolving financial needs and circumstances. Keep both clients and introducers informed about new financial products, legislative changes, and potential impacts on pensions, savings, investments, and overall financial plans
Acquire and develop new business from both new and existing clients, as well as from professional introducers
Cultivate and maintain strong client and introducer relationships through regular meetings, seminars, and continuous feedback to the wider team
Conduct comprehensive reviews of clients' financial situations, current provisions, and future goals. Analise information, conduct research, and prepare tailored financial planning reports that address clients' specific needs across all areas of financial advice

Qualifications and Skills:

The successful candidate must hold the Diploma in Regulated Financial Planning and be regulated via the FCA and ideally making progress towards chartered status
A natural ability to build and maintain long-standing relationships with clients, coupled with an empathetic approach

Benefits:

Full paraplanning and administrative support
A comprehensive training and development program to ensure a smooth transition into the role
Opportunities for continued professional growth within the firm
Hybrid/flexible working

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Our Diversity, Equity and Inclusion Mission

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.