Financial Planner Position in Knutsford
3 days ago
About the Company
">IDEX Consulting Ltd is a respected financial services firm based in the heart of Knutsford city centre.
">The Role
">- To build trusted relationships with clients and deliver new instructions through effective ongoing service.
- Structure and lead client meetings to ensure all information and advice provided is up-to-date and meets clients' needs.
- To advise clients on achieving their financial objectives, considering factors such as retirement planning, inheritance, and tax efficiency.
- To look after and support client needs.
- To execute the annual Business Plan in line with agreed individual targets.
About You
">- Proven ability to deal with new and existing clients on a fee basis.
- Ability to understand and communicate advice practices and processes clearly and effectively.
- Ability to analyse client information and highlight requirements to make suitable recommendations.
- Technical/product knowledge and effective communication of holistic financial planning strategies & solutions.
- A strong ethic of client and customer service.
- Ability to work under pressure and to prioritise work.
- Excellent communication skills, both written and verbal.
- Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business.
Benefits
">- A competitive salary of £60,000 per annum.
- Private medical insurance.
- Life assurance.
- Pension contribution.
- A hybrid working model (role dependent).
- A generous holiday package.
- Option to purchase additional holiday.
- Shared parental leave.
This role offers a unique opportunity to join a dynamic team and contribute to the growth and success of IDEX Consulting Ltd. If you are a motivated and experienced financial planner looking for a new challenge, please apply.
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