Associate Financial Planner

2 days ago


Manchester, United Kingdom IDEX Consulting Full time

Job description My client is a growing and ambitious financial planning business in South Manchester. They business has made numerous acquisitions over the last few years and they are currently looking for an Trainee/Associate Financial Planner to join their team in Manchester. Principal Accountabilities / Main ResponsibilitiesProviding 1st class advice to clients on wealth management covering pensions, investments, tax planning, savings and protection productsWorking with the sizeable paraplanning and administration team to deliver timely reports and great customer serviceRetain and service and existing book of north midlands based clients whilst looking for new business opportunitiesAbility to learn and develop with the business as it growsWorking with the adviser team and wider business to encourage and drive changes to ultimately provide clients with a better serviceKnowledge & experienceDetailed experience of financial advice and technical aspectsExperience at dealing with clients on a face to face and online basisExperience of working with clients of high net worthExperience of working in a team to drive better outcomes for all stakeholdersIdeally charteredExperience of servicing and retaining a large book of clientsSkillsStrong financial advice skillsEye for detail and accuracyGood team skills and desire to working collaborativelyExcellent verbal and written communication skillsMonitoring, evaluating and reportingAbility to step back, critique the existing way of working and implement improvementsCompany BenefitsBasic salary range £45k to £50kNo threshold bonus scheme and 1/3 paid of all initial fee written paid monthly25 days holiday + 8 days bank holidayCompany pension contributionFlexible medical packageAnd more...



  • Manchester, United Kingdom IDEX Consulting Full time

    My client is a growing and ambitious financial planning business in South Manchester. They business has made numerous acquisitions over the last few years and they are currently looking for an Trainee/Associate Financial Planner to join their team in Manchester. Principal Accountabilities / Main Responsibilities Providing 1st class advice to clients on...

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