Financial Planning Consultant

1 week ago


Carlisle, Cumbria, United Kingdom IDEX Consulting Full time
Job Overview

We are looking for a Financial Planning Consultant to join our team at IDEX Consulting. The successful candidate will be responsible for providing expert financial planning advice to clients while ensuring compliance with regulatory requirements.

  • Key Responsibilities:
  • Develop and implement comprehensive financial plans for clients.
  • Work closely with clients to understand their financial goals and objectives.
  • Ensure that all financial planning advice is compliant with regulatory requirements.

Requirements:

  • Minimum 5 years of experience in financial services with a strong understanding of financial planning principles.
  • Strong communication and interpersonal skills.
  • Salary Range: $70,000 - $90,000 per year, depending on qualifications and experience.

What We Offer:

  • A competitive salary and benefits package.


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