IDEX Consulting Ltd
Guildford, UK
Looking for a financial planning role where client outcomes matter more than sales targets and KPI's?A highly respected independent financial planning firm is seeking an experienced Financial Adviser to join its growing team. This is a rare opportunity to inherit an established client bank from day one while benefiting from a consistent flow of high-quality new client introductions.What's on offer? Inherit approximately 30 existing clients (£10m AUM) Receive 2-3 pre-qualified client introductions every week Full administration and paraplanning support No aggressive sales culture Professional, ethical and client-focused environment Long-term career growth with a successful and expanding firm You'll provide holistic financial planning advice, build lasting client relationships and help clients achieve their financial goals while being supported by an experienced team. Level 4 diploma qualified Competent Adviser Status Proven Financial Adviser/wealth management experience...
