Ifa - Brighton, United Kingdom - IDEX Consulting Ltd
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
Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies.
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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.
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