Financial Planning Professional

1 month ago

Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full time
Unlock Your Potential as a Financial Planning Professional

Are you a newly qualified adviser looking to establish a strong client base or a level 4 qualified Paraplanner seeking to combine your skills with the delivery of advice?

IDEX Consulting is seeking a passionate and dedicated individual to join our team as a Financial Planning Professional.

The Role:
  • As a Financial Planning Professional, you will play a key role in executing the delivery of our Regional Business plan through exceptional financial planning and service to clients.
  • You will undertake comprehensive financial planning, ensuring each client's goals are fully understood and the most appropriate solution is offered.
  • During the first year, you will be responsible for managing a large number of clients, delivering high-quality financial planning, and achieving required quality standards.
  • You will identify additional opportunities from clients, deepen our understanding of their needs, and exceed expectations to build lasting relationships.
  • Maintain up-to-date technical knowledge of investment markets, products, and services, financial planning methodologies, and compliance procedures.
  • Build and maintain personal and business relationships to help identify new opportunities and raise the firm's profile.
  • Establish links with clients' other professional advisers to help the client meet their needs.
  • Secure client commitment to initial and ongoing financial planning services, securing and growing assets under advice and initial and ongoing revenues.

You must be a minimum Level 4 qualified and have previously worked as an adviser or Paraplanner. Strong influencing and communication skills are essential to build and maintain trusted relationships with clients.

This is a unique opportunity to develop your skills and work alongside a highly experienced adviser.

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