Senior Financial Planning Strategist

24 hours ago


Manchester, United Kingdom IDEX Consulting Full time
Job Overview

IDEX Consulting is seeking a highly skilled Senior Financial Planning Strategist to join our team in Manchester.

About the Role

The 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.
Requirements
  • Chartered status or equivalent qualification.
  • Strong analytical skills and good knowledge of financial services.
  • Proficiency in Microsoft Office Applications.
  • Excellent communication skills.
Estimated Salary

£60,000 - £80,000 per annum, depending on experience.



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