Divisional Director Financial Services at IDEX Consulting Ltd
Idex consulting have a number of opportunities for Financial Advisers to join a leading financial wellbeing and retirement specialist - helping those in the workplace to improve their financial future. Established in 2005, this is a unique opportunity to join a business in full growth mode offering a full client base, flexible and remote working and managing your own diary.
The role:
* Conducting in-depth financial reviews for clients, understanding their goals and objectives.
* Providing expert advice on investment, retirement planning, estate planning, and other financial matters.
* Building and maintaining strong client relationships.
What’s in it for you:
* Excellent base salary.
* Tiered commission based compensation structure.
* Managed client base - The opportunity to join a business with ready-provided lead flows, no demand on bringing clients to the table.
* No fixed fee.
* Full Paraplanner and Admin support.
* Marketing support.
* Ongoing training and full support, and the opportunity to progress as the business grows.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Sales and Finance
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