Financial Consultant

6 days ago

Leeds, United Kingdom IDEX Consulting Ltd Full time

**Are you an Adviser who writes your own suitability reports or an experienced, level 4 qualified Paraplanner interested in combining that with delivery of advice and take your role to the next level?**
IDEX Consulting are looking for people who are passionate about great client service, to join one of the largest investment companies in the world.
If you would like a role that combines advice and paraplanning/suitability report writing for an established portfolio of clients, whose advice you can deliver remotely and which comes with an excellent salary and some of the best benefits in the market wewant to hear from you.
**The role**:The Financial Consultant helps to execute the delivery of the regional business plan through great financial planning and service to clients whilst adhering to the relevant regulatory and governance requirements and giving due consideration to internal andexternal business risks.
**You will**:

- Undertake broad financial planning ensuring each client's goals are fully understood and the most appropriate solution offered.
- Manage a portfolio of clients (90 - 100) and maintain your recurring income stream.
- Deliver high quality financial planning remotely and achieve required quality standards on a consistent basis.
- Identify additional opportunities from clients while deepening your understanding of their needs to ensure you exceed expectations and build lasting relationships.
- Maintain up-to-date technical knowledge of investment markets, products and services, financial planning methodologies and tax, key processes, advice guidelines and compliance procedures.
- Build and maintain personal and business relationships to help identify new opportunities as well as raise the firms profile.
- Undertake paraplanning for your own clients, research, analyse and prepare technical reports for clients relevant to their specific goals, seeking support when needed.
- Build links with the clients' other professional Advisers to help the client meet their needs.
- Secure client commitment to initial and on-going financial planning services, securing and growing assets under advice and initial and on-going revenues.

To be considered you must be a minimum level 4 qualified, and have strong influencing and communication skills to build and maintain trusted and strong relationships with clients; to aid retention and introductions to generate value for clients and the business.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For fullinformation on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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