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Financial Planner

  • Salary: £40000.00 - £50000.00 per annum + bonus and benefits
  • Location: Shrewsbury, Shropshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    30 Jan 2018
  • Job reference: 29754

Are you a Financial Planner who's frustrated with not getting the results you long for? Are you open to working with a firm that would open up doors to work with high net worth individuals? Would you like to be backed by a reputable and prestigious brand that will help propel you to earn six figures? If so, apply and we can discuss.

Client overview - Financial Planner

My client is a successful national practice, offering individuals and businesses expert advice on wealth management providing full holistic advice across the UK market, my client partners with high net worth individuals and various sized businesses.

This is an employed role and the successful candidate would be given a certain amount of clients. The role also requires the successful Financial Planner to develop new relationships and seek client leads.

The role - Financial Planner

  • To give advice to clients of the business on financial matters
  • To ensure clients receive suitable advice in line with their needs and objectives
  • To act with honesty and integrity in all dealings with clients and persons connected with the company
  • To produce written evidence of activities as required by the business and the regulator
  • To maintain professional knowledge and develop existing skills by studying and taking exams to ensure up to date knowledge of the financial services sector

The candidate - Financial Planner

  • A high level of commitment to their role and the company
  • The capability to maintain high standards of work and a positive attitude at all times
  • The capability to show empathy towards other team members
  • A high level of customer service and a proactive approach to the use of the businesses systems and procedures
  • Proven organisation and administrative skills
  • A good knowledge of compliance and regulatory requirements
  • A professional business manner at all times
  • The capability to communicate effectively with people at all levels
  • Minimum qualifications - QCA Level 4

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. 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.

Our clients include: