About Our Client
A nationally acclaimed leading Financial Services business who provide services in Financial and Wealth Planning, Mortgages and Protection.

About the role
Provide support and advice to clients with their mortgage and protection needs, investigate and research suitable options and present suitable solutions and recommendations based on their needs, affordability and eligibility.

This opportunity will be mainly desk based, working from Bromsgrove, where you will utilise video conferencing tools, e-mail and telephone contact with clients.

Duties include;

• Develop an understanding of company strategy and core values.
• To comply with advice process and maintain regulatory competence and KPI standards.
• Follow the Regulated Advice Process to build long term relationships and deliver excellent client outcomes.
• Acquire new clients, from referrals, professional introducers and company lead generation programmes.
• Guiding clients through the buying process which may mean liaising with solicitors and estate agents as well as your clients.
• Developing and maintaining good client & introducer relationships through client meetings and ongoing feedback to the team and Contact Centre.
• Ensuring all activities are completed in a timely, compliant manner.

Candidate requirements;

• Minimum CeMAP qualified (or equivalent)
• R05 or equivalent Protection Qualification preferred.
• Able to Demonstrate a client centric approach, with excellent interpersonal skills, approachability and professionalism.
• Well presented, articulate and dedicated to doing the right thing for our clients.
• Capable IT skills and embracing of the new virtual/digital ways to communicate with Clients.
• Ability to network and attract new Clients through business development and effective business planning.

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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.