Financial Service Planner

2 weeks ago

Manchester, United Kingdom IDEX Consulting Full time

My client is in the heart of Manchester city centre and they are looking for an experienced Financial Planner to join their team and build and develop trusted relationships with current and potential clients.
To build new client relationships and maintain and develop existing client relationships through effective ongoing service to help minimize attrition, and to deliver new instructions and referrals as a result of satisfied clients
To ensure clients have the right advice to achieve their financial objectives, while understand and considering the impact of factors such as retirement planning, inheritance, and tax efficiency for individual clients
Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions
Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business

Competitive salary
Private medical insurance
Life assurance
Pension contribution
Hybrid working model (role dependent)
Generous holiday package
Option to purchase additional holiday
Shared parental leave

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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We are committed to driving conscious inclusion across our business and creating equitable pathways.
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