Financial Planning Expert

3 hours ago


Glasgow, Glasgow City, United Kingdom IDEX Consulting Full time

About the Role:

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As a Financial Planner at IDEX Consulting, you will deliver exceptional financial planning, advice, and service to clients. This role is hybrid and requires you to be within a commutable distance to Glasgow or Edinburgh.

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Your Key Responsibilities:

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  • Maintain a client base and generate new client enquiries through excellent communication and networking skills.
  • Convert client leads and achieve annual revenue targets by providing expert independent advice and maintaining strong relationships with clients.
  • Ensure compliance with regulatory requirements and maintain 'fit and proper' status through continuous professional development.
  • Develop and maintain good working relationships with external professional connections and contribute to the growth and success of the firm.
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Requirements:

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  • CAS qualification (or working towards) and Level 4 diploma in finance or a related field.
  • Experience using Microsoft Word, Excel, and databases, as well as strong analytical and problem-solving skills.
  • Demonstrated ability to succeed as a Financial Planner, with a strong work ethic and commitment to delivering high-quality results.
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About Us:

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IDEX Consulting is a leading financial planning firm with a strong reputation for delivering exceptional results. We offer a supportive and collaborative work environment, opportunities for professional growth and development, and a competitive salary and benefits package.

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Salary and Benefits:

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We offer a competitive salary of £45,000 per annum, based on experience, plus a range of benefits including pension scheme, life assurance, and private health insurance.



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