Senior Financial Planning Manager

1 month ago


Leeds, Leeds, United Kingdom IDEX Consulting Full time

**Job Summary:**

We are seeking a highly skilled Senior Financial Planning Manager to join our team at IDEX Consulting Ltd.

Salary: £55,000 - £65,000 per annum, plus benefits

Job Description

In this role, you will be responsible for managing a large portfolio of clients, providing high-quality financial planning services, and maintaining recurring income streams. You will also identify additional opportunities for growth and deepen your understanding of client needs to ensure exceptional service delivery.

Key responsibilities include:

  • Managing client relationships to maintain and grow assets under advice
  • Providing technical expertise in investment markets, products, and services
  • Developing and implementing personalized financial plans for clients
  • Maintaining up-to-date knowledge of regulatory requirements and industry developments

Required Skills and Qualifications:

To succeed in this role, you will need:

  • A Diploma in Regulated Financial Planning
  • Experience with report writing and presentation skills
  • Familiarity with a broad range of financial products and services
  • Ability to work collaboratively with other professionals to deliver excellent client outcomes

About IDEX Consulting Ltd:

IDEX Consulting is committed to creating an inclusive company culture where everyone feels valued and empowered to contribute their best work. We strive for excellence in all aspects of our business and are dedicated to delivering outstanding results for our clients.



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