Job Description
We are seeking a Senior Financial Advisor Lead to join our team at IDEX Consulting Ltd in Leeds or Harrogate, working with affluent clients and developing key relationships.
* As a centre of intelligence on financial areas, you will manage relationships and provide tailored advice.
* You will take responsibility for key relationships, constructing detailed financial advice and providing excellent customer service.
* Support the wider investment team, becoming an ambassador of good quality advice.
* A Chartered status with a Level 4 Diploma in Regulated Financial Planning or equivalent is essential.
* You must have a strong analytical approach, adapting to workloads and analysing financial records.
* Your knowledge of Financial Services, the FCA and financial products and services should be excellent.
* Reporting lines may include Head of Financial Planning, Director of Investment Management, Head of Investment Management, Financial Planning support team, and Investment Managers.
£60,000 - £80,000 per annum
About the Role
In this role, you will act as a lead advisor for high-net-worth clients, managing their financial portfolios and providing expert guidance. Your ability to communicate complex financial concepts in a clear and concise manner is crucial in building strong client relationships.
Responsibilities:
* Develop and maintain client relationships by understanding their financial goals and objectives.
* Conduct thorough analysis of clients' financial situations and provide bespoke advice.
* Liaise with internal teams, such as investment managers, to ensure seamless delivery of services.
* Stay up-to-date with industry developments and regulatory requirements.
Requirements
To succeed in this role, you will need:
* A Chartered status and a Level 4 Diploma in Regulated Financial Planning or equivalent.
* Strong analytical and problem-solving skills.
* Excellent communication and interpersonal skills.
* The ability to work independently and as part of a team.
Benefits
We offer a competitive salary, bonus scheme, and opportunities for professional development. As a Senior Financial Advisor Lead, you will have access to cutting-edge technology and tools, ensuring you can deliver exceptional results for our clients.