IDEX Consulting Ltd
Derbyshire, UK
Our client, a well-established and growing wealth management firm, is seeking an experienced Independent Financial Adviser to join their advisory team. This is an excellent opportunity for an Adviser who enjoys building long-term client relationships and delivering high-quality financial planning advice. The successful candidate will inherit a substantial existing client bank, allowing them to focus on providing exceptional service, developing client relationships and identifying opportunities for future growth. The Role Working as part of a collaborative and supportive team, the successful Adviser will be responsible for managing an established portfolio of clients and delivering holistic financial planning solutions tailored to individual needs and objectives. Key responsibilities include: Managing and developing an existing client bank Conducting regular client reviews and maintaining strong client relationships Providing advice across investments, pensions,...
