Back to search
If you are an Adviser who writes your own suitability reports and looking for a new challenge, IDEX are working with a national Advisory firm to join a team of Desk Based Advisors in Leeds.The company offer a very attractive salary between £50k and £60k and a market leading benefits package that includes 40 days holiday (Inc stats), 9% Pension + 2/2 matched, 8 x life and much more.Key Outputs:
- Manage a very large portfolio of clients (upwards of 140) typically with AUA below £500k, maintain recurring income stream, delivering high quality financial planning remotely and achieving quality standards on a consistent basis
- Identify additional opportunities from clients while deepening our understanding of their needs to ensure we exceed expectations and build lasting relationships
- Maintain up-to-date technical knowledge of investment markets, products and services, financial planning methodologies, tax, key processes, advice guidelines and compliance procedures
- Build and maintain personal relationships to help identify new opportunities as well as raise our profile within the client bank
- Undertake paraplanning for own clients, research, analyse and prepare technical reports for clients relevant to their specific goals, seeking support when needed
- Build links with the clients' other professional advisers to help the client meet their needs
- Follow processes and suggest areas for improvement in process, advice guidelines and compliance procedures. Appropriately support or manage improvement implementation
- Secure client commitment to initial and on-going financial planning services, hence securing and growing assets under advice plus initial and on-going revenues
Skills/Experience/Qualifications:
- Report writing experience is essential.
- Required to hold Diploma in Regulated Financial Planning. Chartered status is advantageous.
- Exposure to a broad range of financial products with an authority to undertake broad financial planning, ensuring each client's goals are fully understood and the most appropriate solution offered with experience across Pension Accumulation and Decumulation, Savings and Investment advice and Protection
- Can act as a secondary point of contact for clients managed by other financial consultants and shares learning with others
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.
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.
