Posted by IDEX Consulting Ltd • £65K/yr to £80K/yr
You will be providing a service of the highest calibre to clients for Savings and Investments, Tax Planning, Estate Planning and Pension and Retirement Planning.
Award-winning Financial Planning Firm who provide a flawless financial planning service are looking for an exceptional Chartered IFA to join their team.
You will work with the business's existing client portfolio whilst continuing to deal with your own connections.
Posted by IDEX Consulting Ltd • £80K/yr to £90K/yr
Understanding and reviewing clients' financial needs, attitude to risk, personal circumstances and current investments to propose suitable solutions and strategies to help meet their objectives
The Senior Wealth Manager is responsible for understanding and reviewing clients' financial objectives, attitude to risk, existing personal circumstances and then proposing a suitable strategy.
You will be capable of building relationships with both new and existing private clients.
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.