Experienced Financial Advisor Wanted
3 weeks ago
Job Overview
">IDEX Consulting Ltd is seeking an experienced Financial Planner to join their team in Knutsford. As a key member of the team, you will be responsible for building and maintaining relationships with clients, delivering new instructions, and executing the annual Business Plan.
">Key Responsibilities
">- Building trusted relationships with clients.
- Delivering new instructions through effective ongoing service.
- Structuring and leading client meetings to ensure all information and advice provided is up-to-date and meets clients' needs.
- Advising clients on achieving their financial objectives, considering factors such as retirement planning, inheritance, and tax efficiency.
- Looking after and supporting client needs.
- Executing the annual Business Plan in line with agreed individual targets.
Requirements
">- Proven ability to deal with new and existing clients on a fee basis.
- Ability to understand and communicate advice practices and processes clearly and effectively.
- Ability to analyse client information and highlight requirements to make suitable recommendations.
- Technical/product knowledge and effective communication of holistic financial planning strategies & solutions.
- A strong ethic of client and customer service.
- Ability to work under pressure and to prioritise work.
- Excellent communication skills, both written and verbal.
- Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business.
What We Offer
">- A competitive salary of £60,000 per annum.
- Private medical insurance.
- Life assurance.
- Pension contribution.
- A hybrid working model (role dependent).
- A generous holiday package.
- Option to purchase additional holiday.
- Shared parental leave.
We are committed to driving conscious inclusion across our business and creating equitable pathways. If you share our values and are passionate about delivering exceptional results, please apply.
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