A new opportunity has been created for a career minded IFA to join one of the UK's largest Chartered Wealth Management Houses at their Nottingham location.
This opportunity comes with a clear developmental path, initial and ongoing clients and a comprehensive succession plan.
Role Overview
Provide professional advice and solutions in accordance with FA regulations, adhering to group standards, processes, and procedures, providing the most suitable research for all clients.
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).
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.
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.
Our client, a well-established Independent Financial Advisory (IFA) firm based in Nottingham, is renowned for its client-centric approach, offering bespoke financial planning and wealth management services.
The firm is committed to maintaining the highest standards of service and fostering a supportive and collaborative working environment.
Job Description
We are recruiting on behalf of our client for a dedicated and highly organised IFA Administrator.
Their expertise spans various areas, including technical fire consultancy, MEP (Mechanical, Electrical, and Plumbing) engineering, sustainability engineering, passive fire protection, and health and safety consultancy.
The company is a leading provider of fire safety and engineering solutions.