IDEX Consulting Ltd
Looking for a financial planning role where client outcomes matter more than sales targets and KPI's?
A highly respected independent financial planning firm is seeking an experienced Financial Adviser to join its growing team. This is a rare opportunity to inherit an established client bank from day one while benefiting from a consistent flow of high-quality new client introductions.
What's on offer?
- Inherit approximately 30 existing clients (£10m AUM)
- Receive 2-3 pre-qualified client introductions every week
- Full administration and paraplanning support
- No aggressive sales culture
- Professional, ethical and client-focused environment
- Long-term career growth with a successful and expanding firm
You'll provide holistic financial planning advice, build lasting client relationships and help clients achieve their financial goals while being supported by an experienced team.
- Level 4 diploma qualified
- Competent Adviser Status
- Proven Financial Adviser/wealth management experience
- Strong relationship-building and client management skills
- Local to Guildford and willing to be office based
If you're passionate about delivering exceptional advice and want to join a firm that values integrity, professionalism and long-term client relationships please contact me directly or apply via the link.
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.
To apply for this job please visit www.reed.co.uk.
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