Financial Planning Specialist

16 hours ago

Lincoln, Lincolnshire, United Kingdom IDEX Consulting Ltd Full time
Job Description

Job Title: Financial Planning Specialist

Job Type: Full-time

Company: IDEX Consulting Ltd

Location: Remote (Home-based)

About Us: IDEX Consulting Ltd is a leading independent financial advisory firm with over 30 years of experience and more than 200 accredited advisers nationwide.

Key Responsibilities:
  • Client Relationship Management: Build long-term relationships with clients, understand their current and future financial goals, and formulate easy-to-understand financial strategies to guide them to financial independence.
  • Financial Planning: Conduct in-depth reviews of clients' financial circumstances, current provision, and future aims and objectives, analyzing information, conducting research, and preparing financial planning reports best suited to the individual clients' requirements.
  • Business Development: Acquire and develop new business from new/existing clients and professional introducers, via personal business planning, referrals, and company lead generation programs.
  • Marketing and Networking: Optimize the use of all marketing opportunities available, including social media and networking with introducers and other professionals to develop new business.
  • Client Communication: Contact corporate and individual clients to set up meetings, either within an office environment, in the clients' homes or business premises, or virtually via Microsoft Teams.
  • Reporting and Administration: Deliver accurate management information as requested and maintain good client and introducer relationships through client meetings, seminars, and continuous feedback to the team and contact center.
Requirements:
  • Qualifications: Diploma in Regulated Financial Planning (or FCA-approved equivalent) and to maintain CF30 status in accordance with the FCA regulations.
  • Skills: Clear demonstration of a client-centric approach with a well-presented and articulate manner and dedication to doing the right thing for our clients.
  • Experience: Excellent interpersonal skills, approachability, and professionalism, harnessing IT skills to embrace the new virtual/digital ways to communicate with clients.
  • Business Development: Experience in networking and attracting new clients through business development and effective business planning to grow a client bank and building relationships with affinity groups, business owners, entrepreneurs, professional, and retail clients.
Benefits:
  • Support: Support to build your client base and future value.
  • Client Journey: End-to-end in-house client journey and back-office support with full DIS, admin, and para-planning support, with lead generation from our call center.
  • Client Proposition: Client-centric proposition and trusted brand reputation with compelling values and ongoing learning and development culture.
  • Solutions: Platform to deliver efficient and cost-effective solutions.
  • Practice Buy Out: Established practice buy-out option on exit.
  • Marketing Support: Consultative marketing support.
  • IT Technology: IT technology through XPlan our POS system.
  • Admin Support: Full admin support.
  • Para-Planning Support: Full para-planning and technical support.

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