Financial Planning Specialist

2 days ago


Glasgow, Glasgow City, United Kingdom IDEX Consulting Full time
Job Description

A financial planning specialist is sought for a home based or desk based role with a growing financial planning firm, IDEX Consulting. The ideal candidate holds a CAS (or is working towards) and a Level 4 diploma, with experience in Microsoft Word, Excel and databases.

The estimated salary for this position is £40,000 - £60,000 per annum, depending on experience.

This hybrid role involves managing a client base, generating new enquiries, converting leads and undertaking sales and marketing activities. Key responsibilities include providing expert independent advice, maintaining 'fit and proper' status and ensuring compliance with company processes and regulatory requirements.

The successful candidate will also develop and maintain good working relationships with external connections and use objectives to focus on key business areas. This role would suit someone with paraplanning experience who has started to advise and is comfortable with templated reports.

Key skills and experience include:

  • Hold CAS (or be working towards)
  • Level 4 diploma qualified
  • Experience using Microsoft Word and Excel and databases

In addition to the above qualifications, the successful candidate should be motivated to be a successful financial planner and have a strong desire to deliver excellent financial planning, advice and service to clients.

Requirements

To succeed in this role, you will need to have:

  • Excellent communication and interpersonal skills
  • A strong understanding of financial planning principles and regulations
  • The ability to work independently and as part of a team
  • A high level of organisational and time management skills


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