As a financial Adviser, you will be responsible for providing financial planning, guidance and advice to clients, helping them achieve their financial goals.
We are seeking a dedicated and knowledgeable individual to join our Independent, boutique Wealth Management firm due to substantial growth over recent years.
General
You will be required to be fully Level 4 qualified; CAS status is preferred but not essential.
They are currently seeking to appoint an experienced whole of market mortgage advisor to work from home either over the phone or virtually advising on quality pre-qualified appointments.
Our clients are a is a newly established whole of market mortgage brokerage and are the trading style of a long-established IFA firm.
We help people understand their life goals, dreams and objectives, and create an effective financial plan to help achieve them.
We're an award-winning financial planning practice with multiple offices across the North-West and Cheshire.
General
Over the next decade, our aim is to assist 5000 families in attaining financial independence and leaving a legacy, alongside offering fulfilling careers for over 100 team members who resonate with our values.
Our client is a privately owned firm offering a full range of active and discretionary investment services alongside a financial planning team offering full independent advice to private individuals and business owners.
Idex is delighted to be working in partnership with this well-established and highly successful investment management and financial advisory practice.
Our client is seeking an experienced Protection Adviser who excels in providing high-quality Protection and Insurance advice to clients.
This role presents an exciting chance to join a successful Independent Financial & Mortgage Advisers firm and become an integral part of a team that places a strong emphasis on meeting client requirements and delivering outstanding customer service.
As a Protection Adviser, you'll enjoy a basic salary of up to £30,000 and an OTE of £50,000-£80,000.