Ifa - Brighton, United Kingdom - Idex

Idex

Verified Company

Brighton, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Are you seeking an opportunity with a National Advisor firm with strong links to Investment Management and Professional Services? Are you able to demonstrate leading a team of Advisors, whilst still managing a book of clients yourself?

Responsibilities

Support the learning and development of the Advisor team
Coordinate with the Investment Manager teams and Professional services Colleagues to develop client relationships and introduce new clients to the business
Track and report all sales activities
Develop and execute Business Development plans with existing Advisors

Qualifications

Ideally experience managing Financial Planning teams
Level 4 Diploma (Ideally Level 6 Chartered status) within Regulated Financial Planning

Visit the IDEX Consulting Ltd website for further opportunities.

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Our Diversity, Equity and Inclusion Mission

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.