A highly regarded Financial Planning practice in Sussex are looking to add an experienced, chartered Financial Advisor to their existing high performing team. This is a superb opportunity for the following reasons:
- Client book to inherit on day 1
- High earning potential
- Hybrid/flexible working
- Full paraplanning, administration and compliance support
- A broad range of advice dealing with a core high net worth client portfolio
- Ambitious growth plans that will present various career development opportunities
- A company that truly embraces technology to improve the client experience and improve efficiency's
What we are looking for:
- An experienced, Chartered Financial Advisor (or very close to) that can demonstrate long term success in the role
- Someone who can demonstrate success in new business development and client generation
- Proven history of developing a professional connection network with referrals from accountants, solicitors, mortgage brokers etc
- Ethical, consultative and looking for a long term position where you can make a real difference to this organisation.
This is a superb Financial Advisor opportunity based in Sussex with back office support, top level salary, superb bonus and overall earning potential and flexible working.
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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.