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IDEX Consulting are working with a national Financial Advisory firm who are seeking an Independent Financial Advisor to join their growing business.
Due to continued acquisitions across 2024 and 2025, the business requires an Advisor to inherit a book of HNW clients predominantly based South Yorkshire.
Duties include:
- Reviewing and responding to Clients' changing needs and financial circumstances, keeping Introducers and Clients up to date with new financial products, or changes to legislation that may affect their Clients' pensions, savings, investments and financial plans.
- Acquiring and developing new business from new/existing Clients and professional introducer
- Developing and maintaining good Client & introducer relationships through Client meetings, seminars and continuous feedback to the team
- Conducting in-depth reviews of Clients' financial circumstances, current provision and future aims and objectives whilst analysing information, conducting research and preparing financial planning reports best suited to the individual Clients' requirements covering all areas of advice.
The Diploma in Regulated Financial Planning is essential for the successful applicant. You will be empathetic in nature, whilst demonstrating a capability of building long-standing client relationships. In return you will benefit from full Paraplanning and admin support, along with a training and development program which ensures a smooth transition into the role, along with opportunities to grow further within the business.
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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.
