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Financial Planning Specialist

2 months ago

Birmingham, Birmingham, United Kingdom IDEX Consulting Full time

Job Opportunity:

We are seeking a skilled and experienced professional to join our team as a Financial Planning Specialist. As a key member of our team, you will be responsible for working with high net worth clients, providing expert financial planning and advisory services to help them achieve their financial goals.

About the Role:

This is an employed position, offering a competitive salary between £70,000 - £100,000 plus bonus on initial fees and recurring. You will have the autonomy to grow a book of clients and benefit from a rich supply of referrals from internal resources.

Key Responsibilities:

  1. Take on existing clients and develop a comprehensive understanding of their financial needs and goals.
  2. Provide expert financial planning and advisory services, including investment, tax, and estate planning.
  3. Develop and maintain strong relationships with clients, ensuring exceptional customer service and satisfaction.
  4. Collaborate with internal teams, including investment and cross-business referrals, to identify new business opportunities and grow the client base.
  5. Work closely with clients to develop and implement personalized financial plans, ensuring alignment with their goals and objectives.

What We Offer:

As a Financial Planning Specialist with IDEX Consulting, you will have the opportunity to work in a dynamic and supportive environment, with access to a range of resources and tools to help you succeed. You will also have the flexibility to work from home and central Birmingham offices.

Our Company Culture:

At IDEX Consulting, we strive for an inclusion-first company culture, where everyone is treated fairly and can bring their authentic selves to work. We are committed to driving conscious inclusion across our business and creating equitable pathways for all employees.