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Financial Advisor at IDEXX

London, London - England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

09 Dec, 26

Salary

0.0

Posted On

10 Sep, 26

Experience

7 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Industry

Financial Services & Insurance

Description

Take responsibility for an established client bank of approximately £60m AUM
Manage and develop relationships with around 110 households
Deliver high-quality, holistic financial planning advice
Identify opportunities to develop additional business from existing and new clients
Build a strong presence across the Cornwall and Devon market
Work closely with dedicated Paraplanning and Client Services teams
Contribute to the continued growth of the firm's client proposition

Responsibilities