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Financial Advisor

Job LocationLiverpool
EducationNot Mentioned
Salary£62,000 - £69,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Are you bored of having to generate lead after leadDo you want to move to a business whose reputation is one of the best in the marketDo you want to be given the autonomy to work to your own circumstances and lifestyleIf the answer to those questions is yes, this is the role for you…The role:Working as a Wealth Advisor you will meet new and existing customers, both face to face and over the phone providing holistic financial advice to meet their individual needs and circumstances.Many leads will be provided to you, all of which will be high net worth individuals. As a business theyre looking for a candidate who genuinely cares about client needs, is comfortable advising on complex matters and who can discuss a wide range of products available.Standards of service in this business are second to none which is said quite often but its genuinely the case here. Whats more, they really do value their employees and their culture of flexible working and outstanding remuneration and benefits packages are testament to how much they wish to look after the people on the front line.This really is an exceptional role working for an exemplary employer.What youll need:

  • Youll be CII Level 4 Diploma qualified or equivalent
  • Drive, determination and commitment demonstrated in your everyday work practices
  • Background in financial planning, in banking or besides
  • Strong communicator and relationship manager
  • Committed to ongoing personal and professional development
  • For more information please contact me on or emailVisit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Required skills
  • IFA
  • Independent Financial Adviser
  • Financial Planner
  • Wealth Manager
  • Independent Financial Advisor
  • Keyskills :
    IFA Independent Financial Adviser Financial Planner Wealth Manager Independent Financial Advis

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