Job description
My client is currently looking for a Financial Planner to join them in their Newcastle under Lyme office. This is a national IFA with a strong presence in the Midlands.
Key accountabilities
- Provide an efficient, high quality and compliant service to our clients
- Deliver a full customer service in a professional, timely and efficient manner
- Keep up to date with new product, technical or legislative changes within the marketplace
- New clients - gather sufficient client information and identify client needs
- Existing clients - complete client reviews within required timescales to appropriate standard
- Analyse information gathered and undertake sufficient research to make suitable recommendations across investments, pensions, estate planning and protection as appropriate for both new and existing clients
- Complete all supporting documentation in an accurate manner
- Maintain performance standards in accordance with those outlined in the key performance indicators section of the training and competence procedures
- Via self-assessment and feedback, identify continuing professional development (CPD) needs to maintain and enhance Competent status and undertake appropriate activity to meet those needs
Company offers a competitive salary, 25 days holiday + bank holidays, pension, 4xDIS, income protection and an employee assistance programme.
For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com
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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
