Job description
Idex Consulting has a vacancy for a Financial Planner to take over an established area of existing clients and new business opportunities.
The clients are based in Scotland, mainly the Glasgow and Edinburgh area.
FUM is £70m - roughly £400k recurring income
They will count on you to:
- Work with your clients and give them the best service and advice
- You will work in conjunction with a designated support team to produce advice reports to business and regulatory standards and implement solutions agreed with clients
- You will work to agreed budgets and working practices as confirmed by the business and the direct reporting lines, helping our commitment to achieve growth via generating new business
- A framework to work to, ensuring that high standards of client care are met by demonstrating competence in all stages of the advisory process
- You deliver ongoing services in a timely manner as determined by the business to a number of existing clients who pay regular fees to receive a designated level of service
What you need to have:
- Attained and current Statement of Professional Standing (SPS) from CII
- A good level of relevant industry experience
- Excellent interpersonal and communication skills
- Comprehensive industry and technical knowledge
- Able to work in a structured, efficient manner, using support staff where necessary
What makes you stand out:
- Working towards Chartered status
- Pension Transfer Specialist
- Knowledge of Intelliflo
Why join their team:
They will help you be your best through professional development opportunities, interesting work and supportive leaders.
They foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
Their scale enables them to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
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.
