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Financial Planner

Job description

My client is in the heart of Manchester city centre and they are looking for an experienced Financial Planner to join their team and build and develop trusted relationships with current and potential clients.

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
  • 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 (role dependent)
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave

For more information please contact Graeme Hyland on 07896 933622 or email

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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.