Financial Planning Advisor

7 days ago

Leeds, Leeds, United Kingdom IDEX Consulting Full time
About the Role

We are seeking an experienced Financial Planning Advisor to join our team at IDEX Consulting. As a key member of our team, you will be responsible for delivering high-quality financial planning services to our clients.

Key Responsibilities
  • Client Portfolio Management: Manage a large portfolio of clients, typically with Assets Under Advice (AUA) below £500k, and maintain a recurring income stream.
  • Opportunity Identification: Identify additional opportunities from clients while deepening our understanding of their needs to ensure we exceed expectations and build lasting relationships.
  • Technical Knowledge: Maintain up-to-date technical knowledge of investment markets, products, and services, financial planning methodologies, tax, key processes, advice guidelines, and compliance procedures.
  • Relationship Building: Build and maintain personal relationships to help identify new opportunities and raise our profile within the client bank.
  • Paraplanning and Reporting: Undertake paraplanning for own clients, research, analyze, and prepare technical reports for clients relevant to their specific goals, seeking support when needed.
  • Collaboration: Build links with the clients' other professional advisers to help the client meet their needs.
  • Process Improvement: Follow processes and suggest areas for improvement in process, advice guidelines, and compliance procedures. Appropriately support or manage improvement implementation.
  • Client Commitment: Secure client commitment to initial and on-going financial planning services, hence securing and growing assets under advice plus initial and on-going revenues.
Requirements
  • Paraplanning Experience: Paraplanning/report writing experience is essential.
  • Qualifications: Required to hold Diploma in Regulated Financial Planning.
  • Financial Product Knowledge: Exposure to a broad range of financial products with an authority to undertake broad financial planning, ensuring each client's goals are fully understood and the most appropriate solution offered with experience across Pension Accumulation and Decumulation, Savings and Investment advice, and Protection.
  • Secondary Point of Contact: Can act as a secondary point of contact for clients managed by other financial consultants and shares learning with others.
About IDEX Consulting

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

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