Financial Service Planner

1 month ago


Manchester, United Kingdom IDEX Consulting Ltd 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.
effective ongoing service to help minimize attrition, and to deliver new instructions and
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
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.
Private medical insurance
Life assurance
Pension contribution
Generous holiday package
Option to purchase additional holiday
Shared parental leave



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