Wealth Planning Expert
3 weeks ago
About IDEX Consulting
">We are a dynamic consulting firm based in Manchester city centre, dedicated to providing expert wealth planning services. We are seeking an experienced Wealth Planning Expert to join our team and help clients achieve their financial goals.
">The Role:
">- To assess clients' financial situations, identify areas for improvement, and develop personalized plans to achieve their objectives.
- To collaborate with clients to understand their financial aspirations and create tailored solutions.
- To stay updated on market trends, regulatory changes, and industry developments, ensuring optimal performance and compliance.
About You:
">- Proven experience in wealth planning, with a strong focus on client satisfaction and financial literacy.
- Excellent technical knowledge and communication skills, with the ability to present complex information effectively.
- A deep understanding of financial markets, products, and regulations.
What We Offer:
">A highly competitive salary package, including a £70,000 - £100,000 per annum, plus benefits such as private medical insurance, life assurance, pension contribution, hybrid working model, generous holiday package, option to purchase additional holiday, and shared parental leave.
">Benefits at a Glance:
">- Competitive salary range: £70,000 - £100,000 per annum
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependent)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
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