Job Category: Management/Consultant/Advisor

Job Source:

Job Summary

  • No. of Vacancy: N/A
  • Job Location: Witney , Oxfordshire
  • Employment Type: Full Time
  • Salary: £40,000 - £50,000 per annum, inc benefits
  • Gender: Any
  • Age Limit: N/A
  • Experience: N/A
  • Career level: Mid-Senior level
  • Posted On: Feb 23, 2019
  • Application Deadline: Mar 26, 2019

Job Description/Responsibility

  • We are partnered with a high quality financial planning firm that provides wealth, financial planning and investment management to clients with a high level of wealth, the firm carries a reputation around professionalism and trust with the clients which is paramount.
    The ideal candidate would be someone who would like to be CF30 and can advise some clients when needed.
  • Take responsibility for a portfolio of clients, managing on going relationships and all enquiries
  • Produce clear, technically accurate, compliant and concise reports for clients
  • High level financial plans and detailed suitability reports based on their entire financial position
  • Lifetime cashflow forecasts
  • Regular investment review reports and family balance sheet summaries of assets and liabilities
  • Prepare all information and reports for client meetings
  • Work with administration team as required to obtain illustrations and process new business
  • Regularly attend client meetings in the office with an Adviser
  • Keep up to date with technical and professional development
  • Assist in the continual cycle of improving the advice and review process

  • The individual they are looking to appoint must have experience of dealing with wealthy private clients. Ideally you will be Level 6/Chartered however they would consider someone with the ambitions to achieve this.
  • You will be familiar with a range of financial planning tools and software including cash-flow forecasting, investment fund analysis, excel based calculations as this will be a large part of the role.

    Personal attributes are important, you will be able to converse with wealthy clients with comfort and be a team player. Technically advanced you will have a real desire to learn, improve and strive for perfection.

    A basic salary is on offer between £40,000 - £50,000 plus benefits.
  • Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still 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.

Experience Requirements

  • N/A

Education Requirements

  • N/A

Skills Requirements

  • N/A


  • N/A

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About the Company

Company Name: IDEX Consulting Ltd.
Address: The Colmore Building 20 Colmore Circus, Queensway Birmingham B4 6AT, , UNITED KINGDOM

Company Profile: IDEX Consulting is an innovative, independent Recruitment and Talent Management Consultancy specialising in the General Insurance, Financial Services and Legal sectors. We pride ourselves on professionalism, service and delivery; enhancing lives and businesses through a consultative approach to career and talent management. Our mission is to continually offer a quality and personal service based on our values: Trust, Pride and being a Solutions Led innovator. A key differentiator for us is that we do not target our staff on activity; we focus on results. The priority for us is to place the right person in the right job. We encourage this way of working in order to identify the correct solution for a client or candidate, not a quick win outcome.

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