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Financial Planning Consultant

2 months ago

Leeds, Leeds, United Kingdom IDEX Consulting Full time
Job Title: Financial Planning Consultant

Join IDEX Consulting Ltd as a Financial Planning Consultant and take on a challenging role that requires expertise in financial planning, investment management, and client relationship building.

About the Role

We are seeking a highly skilled and experienced Financial Planning Consultant to join our team. As a Financial Planning Consultant, you will be responsible for managing a large portfolio of clients, providing high-quality financial planning services, and building strong relationships with clients and other professionals.

Key Responsibilities
  • Manage a large portfolio of clients, providing financial planning services and building strong relationships.
  • Identify additional opportunities for clients and deepen our understanding of their needs.
  • Maintain up-to-date technical knowledge of investment markets, products, and services.
  • Build and maintain personal relationships with clients and other professionals.
  • Undertake paraplanning for clients, research, and prepare technical reports.
  • Follow processes and suggest areas for improvement.
Requirements
  • Report writing experience is essential.
  • Hold a Diploma in Regulated Financial Planning.
  • Exposure to a broad range of financial products and experience in pension accumulation and decumulation, savings, and investment advice.
What We Offer

We offer a competitive salary, a market-leading benefits package, and opportunities for professional growth and development.

At IDEX Consulting Ltd, 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.