Financial Adviser - Birmingham, United Kingdom - Idex

Idex

Verified Company

Birmingham, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Excellent career opportunity for a dynamic, client focused Financial Adviser with access to mass affluent and HNW clients.

About our client
A wealth advisory firm require a Financial Adviser to develop and service existing HNW clients.

My client is an ambitious UK Wealth Advice business who is looking for a like-minded adviser to support them on their journey to becoming a top five national advice firm.

The role

We're looking for energetic professional people who are excited by the opportunities this presents and the difference they can make.

As an experienced Advisor we help you with your professional and personal development by supporting training and development opportunities and funding your professional qualifications.

If you are attracted to joining a growing business with significant growth aspirations, a unique employed adviser model, supported by industry leading technology, and parentage that provides expertise in both asset management and access to leads we want to talk to you

Meeting new clients face-to-face and over video, conducting meetings and providing holistic financial advice to review and meet their immediate and ongoing financial goals.

Managing and developing a designated portfolio of client relationships and introductions, identifying and addressing clients' financial needs.
Using a range of business development strategies to proactively on-board new clients within your geographical area.
Adapting and enhancing relationships and building and maintaining a trusted adviser relationship with clients.
Leveraging opportunities within existing client for referrals and intergenerational activity.

Package
Competitive salary
Uncapped bonus
Up to 15% employer pension contribution
Flexible working
Full range of health, medical and flexi benefits or salary alternative

Your contact for this opportunity is Keith Enright at Idex Consulting

Visit the IDEX Consulting Ltd website for further opportunities.

Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies.

For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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.