Job Overview

Apply now Are you an Independent Financial Adviser looking for your next opportunity? Would you like to join a fast-growing, national wealth management firm, who can provide you with a client bank, support and leads? We have this exact opportunity, with a leading, highly successful firm based in Nottinghamshire.The companyMy client is a national wealth management firm, who specialises in private wealth planning, personal financial management and corporate benefit solutions. They have over 17,000 clients, with over £10 billion funds under management and are rapidly expanding their business.RoleDevelop and maintain a bank of high net worth clients through close working relationships with clients and business referral partners to provide discretionary portfolio management and advisory investment services.Responsibilities Work closely with clients to provide customised recommendations to help them achieve their financial goalsConsult with clients on investment strategiesRespond to client questions and requestsTrack and translate investment performance and make recommendationsBuild strong and long lasting relationships with clientsEstablish a network of referrals To be successful you will need Previous experience within a similar roleQualified to Level 4 (or equivalent) in providing financial adviceMust hold a certificate in Financial Planning, or equivalent, as a minimumMust hold an appropriate qualification in wealth management or investment advice and management, or equivalent If successful, you will benefit from A salary of up to £45,000Client bank available to the new Adviser from a retiring IFAHome-based role flexibilityAdmin, paraplanning, compliance support providedLeads also provided Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Key Requirements

IFA Independent Financial Adviser Financial Planner Wealth Manager Independent Financial Advisor