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Financial Planner

Job description

An exciting opportunity is available for a Financial Planner to join a growing advice team for a highly reputable wealth advisory firm.

You will be joining a team, looking to build an innovative and disruptive guidance and advice proposition aimed at improving financial well-being through the workplace. Their mission is to improve financial security for people regardless of their age and wealth.

Idex are working exclusively with this prestigious client and seeking a candidate who is driven by a desire to deliver good outcomes for clients. Being able to work collaboratively in a team environment is a must.

There is significant scope for personal growth and development in this small and collaborative team - a real opportunity to contribute and influence the future direction and growth of the business.

Role summary

A strong networker who feels comfortable presenting, you should be able to evidence high levels of client-centricity as well as your approach to both growing and serving your client base.

While the role will involve supporting distribution efforts, for example, by attending webinars and seminars for large corporate clients, the primary responsibility will be to on-board and serve clients with their financial advice needs and help them achieve their lifetime financial goals.

Role responsibilities
Upholding our values and culture of client-centricity at all times.
Develop strong relationships to retain clients, managing your client relationships through meetings and high quality communications.
Conducting in-depth assessments of clients' financial circumstances, current provisions, and future aims and goals.
Completing investment risk analyses using attitude to investment risk questionnaires.
Analysing information and preparing plans and financial strategies best suited to individual clients' requirements.
Reviewing and responding to clients' changing needs and financial circumstances.
Researching the marketplace and providing clients with information on existing and new products and services.
Proactively contacting clients with news of market or legislation changes that may affect their savings and investments.
Generate new business and build introducer relationships.

Level 4 qualified minimum.
Desire to achieve Chartered Financial Planner status.

Skills & experience
Experience as a regulated financial adviser.
Excellent communication, interpersonal, and listening skills.
Comfortable presenting to large groups of people.
The capability to explain complex information simply and clearly.
The ability to network and establish relationships with clients and potential future clients.
Demonstrate excellent research and analytical skills.
Possess negotiation and influencing skills as well as determination and tenacity.
A good level of numeracy and IT skills.

Good working knowledge of Intelligent Office / Intelliflo is preferred (but not essential).
Sound knowledge of Microsoft Word, Excel, PowerPoint, and Outlook.

Personal attributes
An ethical and professional approach to work.
Focus on excellent client service and outcomes.
Apply discretion and an understanding of the need for client confidentiality.
A team player, supportive of colleagues, and helping others develop their careers.
Self-motivation, organisation, and being able to prioritise effectively.
A flexible approach to work.

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.