Financial Advisor Barnstaple
Barnstaple, Devon, United Kingdom
Job Description
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 IFA to inherit a book of clients in the Devon office.
Duties include:
- 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
- Acquiring and developing new business from new/existing clients and professional introducer
- Developing and maintaining good client & introducer relationships through client meetings, seminars and continuous feedback to the team
- 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 clients' requirements covering all areas of advice
You will be empathetic in nature, whilst demonstrating a capability of building long-standing client relationships.
In return you will benefit from full paraplanning and admin support, along with a training and development program which ensures a smooth transition into the role, along with opportunities to grow further within the business.
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
Beware of fraud agents! do not pay money to get a job
MNCJobs.co.uk will not be responsible for any payment made to a third-party. All Terms of Use are applicable.
Related Jobs
Job Detail
-
Job IdJD3775487
-
IndustryNot mentioned
-
Total Positions1
-
Job Type:Full Time
-
Salary:£65,000-80,000 per year
-
Employment StatusPermanent
-
Job LocationBarnstaple, Devon, United Kingdom
-
EducationNot mentioned