Junior Financial Consultant

4 weeks ago


Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Ltd Full time

Position Overview:

Are you a newly qualified financial consultant seeking to build a robust client portfolio? IDEX Consulting Ltd is in search of a dedicated professional who values exceptional client service to become part of our esteemed Independent Financial Advisory firm.

Key Responsibilities:

  • Assist in implementing the Regional Business strategy through effective financial planning and client service while complying with all regulatory and governance standards.
  • Conduct comprehensive financial assessments to ensure a thorough understanding of each client's objectives, providing tailored solutions.
  • Manage a substantial client base during your first year, ensuring high-quality financial planning and consistent adherence to quality benchmarks.
  • Recognize additional opportunities within the client base, enhancing our understanding of their needs to surpass expectations and foster enduring relationships.
  • Maintain current knowledge of investment markets, financial products, planning methodologies, tax regulations, and compliance protocols.
  • Develop and sustain professional relationships to uncover new business opportunities and elevate the firm's visibility.
  • Collaborate with clients' other professional advisors to effectively address their financial needs.
  • Secure client commitment to both initial and ongoing financial planning services, focusing on asset growth and revenue generation.

Qualifications:

Applicants must possess a minimum Level 4 qualification and have prior experience as a financial consultant or paraplanner. Strong communication and influencing skills are essential for building and maintaining trusted relationships with clients, which is vital for retention and generating value for both clients and the firm.

This role presents a unique opportunity to embark on a fulfilling career in Financial Planning, working alongside seasoned professionals in the field.



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