Back to jobs

Financial Planner

Job description

My client is based in Bristol and they are looking for an experienced, Senior Financial Planner to join their team and build and develop trusted relationships with current and potential clients. If you are an IFA looking to build on existing professional connections, and are keen to join a dynamic and growing team within a National business, then read on!
The role incorporates HNW clients, cash flow modelling, full back office support and flexible working options. The successful IFA will have autonomy over their diary and hybrid working options if desired.

The Role:

  • To build new client relationships and maintain and develop existing client relationships through effective ongoing service to help minimise attrition, and to deliver new instructions and referrals as a result of satisfied clients
  • Structure and lead client meetings in a professional manner, ensuring all information and advice provided is up to date, technically accurate and meets clients' needs
  • To ensure clients have the right advice to achieve their financial objectives, while understand and considering the impact of factors such as retirement planning, inheritance, and tax efficiency for individual clients
  • To look after and support client needs
  • To execute the annual Business Plan in line with agreed individual targets

About you:

  • Proven ability to deal with new and existing clients on a fee basis
  • Ability to understand and communicate advice practices and processes clearly and effectively
  • Ability to analyse client information and highlight requirements to make suitable recommendations
  • Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions
  • A strong ethic of client and customer service
  • Ability to work under pressure and to prioritise work
  • Excellent communication skills, both written and verbal
  • Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business

Benefits include:

  • Competitive salary
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Hybrid working model
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave

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.