Financial Planning Specialist

1 day ago


Knutsford, Cheshire East, United Kingdom IDEX Consulting Full time

At IDEX Consulting, we are seeking an experienced Financial Planning Administrator to join our team in Knutsford city centre. The successful candidate will be responsible for building and developing trusted relationships with current and potential clients, ensuring they have the right advice to achieve their financial objectives.

The Role:
  • To build new client relationships and maintain and develop existing client relationships through effective ongoing service.
  • To deliver new instructions and referrals as a result of satisfied clients.
  • To ensure clients have the right advice to achieve their financial objectives, while understanding and considering the impact of factors such as retirement planning, inheritance, and tax efficiency.
  • To operate within a risk management framework and have a thorough understanding of the risks and threats pertaining to a private client business.
  • Competitive salary, private medical insurance, life assurance, pension contribution, hybrid working model, generous holiday package, and option to purchase additional holiday.


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