Job Description
Independent Financial Advisor
Middlesbrough/North Yorkshire
Remote working
Clients to Inherit
£55,000 - £65,000 Basic salary + benefits inc. Car allowance
IDEX Consulting are working with a national Financial Advisory firm who are seeking an Independent Financial Advisor to join their growing business.
Due to continued acquisitions across 2024 and 2025, the business requires an Advisor to inherit a book of clients largely based around Middlesbrough and North Yorkshire
Duties include:
1. Reviewing and responding to Clients’ changing needs and financial circumstances, keeping Introducers and Clients up to date with new financial products, or changes to legislation that may affect their Clients’ pensions, savings, investments and financial plans.
2. Acquiring and developing new business from new/existing Clients and professional introducer
3. Developing and maintaining good Client & introducer relationships through Client meetings, seminars and continuous feedback to the team
4. Conducting in-depth reviews of Clients' financial circumstances, current provision and future aims and objectives whilst analysing information, conducting research and preparing financial planning reports best suited to the individual C...