IDEX Consulting are working with a National advisory firm who require a desk-based Financial Advisor to join their successful team.
The role operates within a fast paced environment, and so this will suit an efficient and methodical character who enjoys working with a high volume number of clients.
The role will predominantly be home based, with ad-hoc visits to the head offices in Nottingham (typically once per month).
Our client, a well-established and successful financial advisory firm, are looking for a senior administrator to join the team; The firm are eager to find an individual who possesses a deep knowledge of all areas of financial advice as-well as an individual who has an excellent work ethic and strong client morals.
The Role
You will be required to provide a proficient and proactive administration support service for the firm's advisers.
You will assist in the procurement and processing of new business, the servicing of existing clients, and the provision of an excellent service to all clients.
In this role, you'll have the chance to work with existing clients while also reaching out to new ones.
In addition, support for future qualifications will be keenly provided to enable the successful applicant to further their knowledge and ability.
This is a rare opportunity to join on of the UK's largest and most dynamic Wealth Management Firms as an entry-level Independent Financial Adviser, at their Nottingham offices.
Client Advisor / On Market Client Advisor / Customer Service / Advisor / NG6
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