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Financial Consultant

  • Salary: £38000 - £42000 per annum + Benefits + bonus
  • Location: Leicester, Leicestershire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    09 Jul 2019
  • Job reference: 32518

We are partnered with a firm that provides financial planning advice to wealthy private clients, they now have an opportunity for a highly capable Financial Adviser to join their team in Leicester and assist with the management of a portfolio of clients and new business streams.

Key accountabilities

  • To provide technical and investment advice on all aspects of client's requirement and wealth management planning
  • Create, build and maintain long term client relationships, through quality of service and advice
  • Obtain a full understanding of clients' current circumstances and provisions together with future aims. Research and communicate appropriate options
  • Communicate information to clients in a manner appropriate for their particular level of understanding
  • Provide clients with information on new and existing products and services
  • Maintain own knowledge of current affairs and the potential impact on client issues
  • Explain the potential benefits and disadvantages of various products and services suggested to clients
  • Adhere to compliance procedures and comply with the regulations of the Financial Conduct Authority (FCA)
  • Work within the rules and regulations set out, from time to time, by HM Revenue & Customs

Personal specification

  • Qualified to give advice
  • Able to research, analyse and interpret a diverse range of information
  • Possess excellent questioning and listening skills
  • Good numeracy skills
  • Able to convey complex information to a wide variety of people with various levels of understanding both written and verbally
  • Inspire confidence and trust in people

Benefits

  • Company car
  • Phone
  • Laptop
  • Flexible benefits scheme includes employer benefits of pension contribution, life assurance, health cash plan, lifestyle rewards, group income protection

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still 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.

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