Financial Planning Advisor

1 week ago

Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full time

Role Overview

IDEX Consulting is seeking a highly skilled and motivated individual to join our team as a Financial Planning Professional. This is an exciting opportunity for a newly qualified adviser or a level 4 qualified Paraplanner to take their career to the next level.

Key Responsibilities

  • Execute the delivery of the Regional Business plan through exceptional financial planning and service to clients, adhering to regulatory and governance requirements.
  • Undertake comprehensive financial planning to ensure each client's goals are fully understood and the most appropriate solution is offered.
  • Manage a large number of clients, providing high-quality financial planning and achieving required quality standards on a consistent basis.
  • Identify additional opportunities from clients, deepening our understanding of their needs to exceed expectations and build lasting relationships.
  • Maintain up-to-date technical knowledge of investment markets, products, and services, financial planning methodologies, and compliance procedures.
  • Build and maintain personal and business relationships to help identify new opportunities and raise the firm's profile.
  • Establish links with clients' other professional advisers to help the client meet their needs.
  • Secure client commitment to initial and ongoing financial planning services, securing and growing assets under advice and initial and ongoing revenues.

Requirements

  • Minimum Level 4 qualification and previous experience as an adviser or Paraplanner.
  • Strong influencing and communication skills to build and maintain trusted relationships with clients.

About IDEX Consulting

IDEX Consulting is a leading provider of financial planning services. We are committed to delivering exceptional results for our clients and providing a supportive and collaborative work environment for our team members.

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