Senior Financial Strategist

1 day ago


Glasgow, Glasgow City, United Kingdom IDEX Consulting Full time

**Job Overview:**

Senior Financial Strategist is required to build and maintain relationships with private clients at IDEX Consulting Ltd.

You will work closely with clients to understand their financial goals and develop tailored investment strategies to achieve them. This involves reviewing existing portfolios, identifying opportunities for growth, and implementing investment plans.

**Responsibilities:**

  • Collaborate with clients to understand their financial objectives, risk tolerance, and current investment portfolios.
  • Analyze clients' financial situations and provide recommendations for optimized portfolio management.
  • Develop and implement customized investment plans to meet clients' goals.
  • Regularly review and adjust investment strategies as needed.
  • Maintain accurate records of client interactions and communications.

**Qualifications and Skills:**

  • Degree in finance or related field (minimum Diploma Level 4).
  • Professional certifications (e.g., CF30).
  • Excellent communication and interpersonal skills.

**Salary and Benefits:**

£60,000 - £80,000 per annum, plus benefits package including PMI and PHI.



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