Job Description

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, 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:

• 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

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 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.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Skills Required