Financial Planning Professional

2 months 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

To be successful in this role, you must be a minimum Level 4 qualified and have previously worked as an adviser or Paraplanner. You should possess strong influencing and communication skills to build and maintain trusted relationships with clients, aiding retention and generating value for clients and the business.

This is a unique opportunity to work alongside a highly experienced adviser and gain the skills and knowledge necessary to excel in the field of financial planning.

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