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Are you passionate about empowering individuals to take control of their financial future? We are looking for a dedicated Wealth Guidance Specialist to support both existing and prospective clients who prefer to make their own financial decisions.In this role, you will provide guidance on essential financial concepts, including goal setting, account structure, taxation, risk, and investment choices. Your expertise will empower clients to make informed decisions and achieve their financial goals.This is an exceptional opportunity for diploma-qualified professionals to work with a diverse client base, hone their skills, and gain valuable experience from one of the country's most prestige firms.Key Responsibilities
- Deliver clear, accessible guidance on financial planning concepts, helping clients understand topics such as goal setting, taxation, and investment strategies.
- Take charge of your own schedule as clients book appointments directly via the website. Prepare for each call using internal resources and conduct any necessary research on specific client queries.
- Identify when clients require more specialsed support and connect them with appropriate financial planning and investment management experts.
Essential Skills & Attributes
- Strong understanding of holistic financial planning topics
- Skilled at gathering client information using open and closed questions, with a personable and empathetic approach.
- Ability to tailor communication style to suit clients with varying levels of financial knowledge
- Build strong working relationships with internal teams to ensure a seamless client experience.
Qualifications: Diploma qualified (Dip PFS) or equivalent.This firm offers a variety of benefits including a flexible/hybrid working, a generous bonus, private medical insurance, an excellent pension structure, and much more.If this role sounds like it could be for you, and you would like some more information please send your CV to
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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.
