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Existing Relationship Financial Planner

Job description

My client need exceptional Financial Planners who are customer driven team players and who are excited by the opportunities this presents. You'll be motivated to contribute to a busy and thriving team in order to deliver exceptional customer service to our new and existing clients. We're looking for energetic professional people who are excited by the difference they can make.

What you'll be doing

  • Talking to existing customers and building out additional business and referrals from that customer base
  • Managing and building a designated portfolio of client relationships and introductions, identifying and addressing clients' financial needs
  • Own the client relationship, being the focal point for orchestrating the delivery of excellent ongoing service which is first in class
  • Building the business by leveraging opportunities within existing client for referrals and intergenerational activity
  • Establishing links with introducers, both internal and external
  • Managing a designated portfolio of ongoing client relationships and increasing your book by taking on recently acquired clients introduced from the wider hub team

The benefits

  • Highly competitive salary
  • Annual bonus plan
  • Up to 15% pension contribution, if you put in 6%
  • Agile working
  • 25 days holiday + bank holidays
  • 4x DIS
  • Access to Retail Discounts & Cashback
  • You will receive a cash sum of 4% in addition to your basic salary, to exchange for a variety of benefits. Options include bikes for cycling to work, discounts on gym memberships and dental insurance; or you can simply receive cash
  • Access to Retail Discounts & Cashback
  • If you need a car for your role, we'll provide you with a car allowance to be able to buy or lease one. This is available for those who drive more than 10,000 business miles annually
  • Funding for professional qualifications, as well as subscriptions to professional bodies
  • Company-paid Private Medical insurance is provided to you as part of your reward package
  • Everyone has access to the dedicated Intranet site which focuses on four key elements of well-being in everyday life (body, mind, finances and work)
  • Company-paid health screening is provided to you as part of your reward package, entitling you to a free health check every 2 year

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 full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.