Job description
Responsible for delivering the financial planning proposition, alongside the Financial Planners and Client Support in a highly professional, client focused practice.
Key Responsibilities
- Analysis - full analysis of clients' requirements, development of cash flow models and accurate recording of client data
- Solutions - construction of financial planning solutions (investment, retirement, tax, and estate planning)
- Recommendations - preparation of letters and reports taking full responsibility for the client file and back office IT records throughout the advice process
- Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports
- Relationship building - liaison with clients by telephone, letter, email and attending meetings
- Partners - working with other professional stakeholders including solicitors and accountants to implement an agreed action plan
Experience required:
You will have strong paraplanning experience working with high net worth private clients supporting the delivery of financial planning solutions.
You must be able to demonstrate an understanding of the financial planning process, excellent technical knowledge in relation to personal finance and investment management issues and possess a strong awareness of the regulatory framework
You will be qualified or working towards to Chartered / level 6 and be able to demonstrate practical application of technical knowledge and a history of continuous professional development.
This is a superb career opportunity to work for a growing, modern financial planning practice working closely with high performing advisers, HNW clients. You will also receive a market leading salary and benefits package and superb development and training.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
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.
