IDEX are working in partnership with a national Wealth Management business who are looking to recruit a Chartered Financial Planner in to their team in the North East.
Due to the complexity of certain clients, my client requires an individual who has a proven ability to build maintain responsibility for their own clients whilst continuing to grow their revenue.
Within the next 12 months there will be retirements within the team, leaving a very well established book of highly affluent and high-net-worth clients available to inherit.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.