Financial Planning Expert

1 month ago


Manchester, United Kingdom IDEX Consulting Full time

Our client, a leading financial services firm in Manchester, is seeking an experienced Financial Planner to join their team. The ideal candidate will have a proven track record of building and maintaining strong relationships with clients, providing tailored financial solutions to meet their needs, and delivering exceptional service to drive business growth.

The Role:
  • To develop and maintain a portfolio of high-value client relationships, providing expert financial planning advice and guidance to help clients achieve their goals.
  • To conduct thorough financial assessments, identifying opportunities to optimize clients' financial situations and delivering tailored solutions to address their needs.
  • To stay up-to-date with industry trends and regulatory changes, ensuring clients receive the best possible advice and guidance.
  • To work closely with colleagues to share knowledge and best practices, driving business growth and improving client outcomes.
  • Competitive salary and benefits package.
  • Opportunities for professional development and career advancement.
  • Collaborative and dynamic work environment.

As a Financial Planner at IDEX Consulting, you will have the opportunity to work with a talented team of professionals, delivering exceptional service to clients and driving business growth. If you are a motivated and experienced Financial Planner looking for a new challenge, we encourage you to apply.



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