Lead Advisor

IDEX Consulting Ltd
£40,000 per annum
02 Aug 2017
31 Aug 2017
Contract Type
Full Time

Lead Financial Adviser
Existing Client Portfolio
Salary up to £40,000 - £50,000 plus competitive bonus structure and benefits

An acquisitive financial planning business with ambitious growth plans.

The firm is looking to appoint a Lead Financial Adviser to service an existing portfolio of clients based around the West Midlands area and take on new referrals. Clients are considered to be HNW with continued growth on portfolios, the Lead Financial Adviser will be comfortable in positioning fees and providing a first class services.

  • Existing client portfolio
  • Professional introducers for new business
  • Full technical and administration support

Applicants will be Level 4 qualified or equivalent, articulate and have the ability to work comfortably with wealthy private clients and Investors. Comfortable with travelling around the West Midlands you will be highly organised and technically astute.

  • Bonus structure based on validation
  • Pension arrangement
  • DIS
  • Business expenses
  • Share scheme
  • Funding for further qualifications

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.