Senior Financial Planning Strategist
1 month ago
IDEX Consulting is seeking a highly skilled Senior Financial Planning Strategist to join our team in Manchester.
About the RoleThe ideal candidate will have a Chartered status or equivalent qualification, with strong analytical skills and good knowledge of financial services. They should also be proficient in Microsoft Office Applications and possess excellent communication skills.
Responsibilities- Provide expert advice on retirement planning, tax, investment structuring, inheritance tax, and estate planning to clients.
- Work closely with the Head of Financial Planning, Director of Investment Management, and the Financial Planning Team to support the investment team.
- Develop and maintain strong relationships with clients, understanding their overall financial position and providing exceptional customer service.
- Identify and report any potential risks that may impact clients or the firm's reputation.
- Chartered status or equivalent qualification.
- Strong analytical skills and good knowledge of financial services.
- Proficiency in Microsoft Office Applications.
- Excellent communication skills.
£60,000 - £80,000 per annum, depending on experience.
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