IDEX Consulting Ltd
Derbyshire, GB · Remote · Full-time
Financial Advisor - Remote
₹52.5L – ₹84LPosted 5 months ago
- Location
- Derbyshire, GB
- Work mode
- Remote
- Employment
- Full-time
- Salary
- ₹52.5L – ₹84L
- Experience
- Mid-level
About the role
An exciting opportunity has arisen for a Review-Focused Financial Advisor to join an award-winning national firm in a home-based capacity. This role is ideal for an experienced advisor who enjoys nurturing existing client relationships, conducting thorough annual reviews, and delivering high-quality, ongoing financial advice - rather than focusing on new business generation. The firm works with employers across the UK, providing trusted financia...
Requirements
- experience as a financial advisor
- ability to conduct thorough annual reviews
- ability to provide ongoing financial advice
Skills
- financial advice
- client relationship management
- annual financial reviews
- wealth management
- risk assessment
- uk financial planning
- new business development
- cross-selling
- crm
About the company
IDEX Consulting Ltd
Posted via Reed
How to apply
Apply Now takes you to Rozgoo, where auto-apply can submit your application for this role. Updated 8 days ago.
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