Senior Financial Advisor

3 weeks ago

Leeds, Leeds, United Kingdom IDEX Consulting Ltd Full time

**Financial Planning Expert Wanted**

At IDEX Consulting Ltd, we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our Financial Planning department, you will be responsible for providing expert advice and guidance to our clients on a range of financial planning matters.

**Key Responsibilities:**

  • Develop and implement comprehensive financial plans for clients, taking into account their individual needs and goals.
  • Provide expert advice on retirement planning, tax and investment structuring, inheritance tax and estate planning.
  • Work closely with our Head of Financial Planning and the Investment Management team to ensure seamless delivery of financial planning services.
  • Manage key relationships with clients, intermediaries and other stakeholders, building trust and credibility through excellent customer service.
  • Stay up-to-date with the latest financial planning trends and developments, sharing knowledge and best practices with colleagues.

**Requirements:**

  • Chartered status or equivalent, with a strong background in financial planning.
  • Excellent analytical and problem-solving skills, with the ability to communicate complex financial concepts to clients.
  • Strong relationship-building skills, with the ability to work effectively with clients, colleagues and other stakeholders.
  • Ability to work independently and as part of a team, with a flexible and adaptable approach to work.

**About Us:**

IDEX Consulting Ltd is a leading provider of financial planning services, with a reputation for excellence and a commitment to delivering high-quality advice to our clients.

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