Associate Advisor Associate Advisor …

Idex Consulting
in Cambridge, England, United Kingdom
Permanent, Full time
Be the first to apply
£36,000 - £46,000
Idex Consulting
in Cambridge, England, United Kingdom
Permanent, Full time
Be the first to apply
£36,000 - £46,000
Posted by:
Mark Hibbs • Client Director
Idex Consulting
Posted by:
Mark Hibbs
Client Director
Opportunity to work for leading Tier 1 Personal Wealth Business. 6 month initial training & development course on offer. Associate Advisor looking for career as a top Independent Financial Advisor (IFA). Superb starting salary. Recruiting Locations: LINCOLN / CAMBRIDGE / PETERBOROUGH

Our client offers "best-in-class" relationship management expertise to serve it's Mass Affluent & Affluent client base within assigned geographical areas. With a multi-channel customer reach, including branch networks, coupled with leading industry investment expertise, you will be working for one of the most exciting companies in Finacial Services across the UK with unparalleled training, development and career opportunities.   

This is a highly collaborative role interacting with advisers & clients across the regional business teams, which will demand clear & effective communication skills.

Excellent interpersonal skills, the ability to build new & maintain existing relationships is key as in the ability to demonstrate your hunger & ambition to become a top IFA in the industry. 

The Associate Adviser needs to be able to influence & command the respect of individuals from a wide range of backgrounds and the role requires outstanding levels of dedication and work ethic so you must be highly organised, meticulous and detail-oriented.

  • MUST HAVE CII level 4 Diploma to be considered
  • Strong communication skills both verbal & written.
  • Ability to perform under pressure and juggle competing priorities.
  • Excellent customer care skills.
  • Ability to maintain strict confidentiality.
  • Ability to prioritise effectively.
  • Outstanding levels of dedication and work ethic; happy to get stuck into the ‘doing‘ while maintaining a broad view of affairs across the business

                           LINCOLN / CAMBRIDGE / PETERBOROUGH 

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