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Private Client Financial Planner

Job description

The Private Clients Financial is responsible for understanding and reviewing clients' financial objectives, attitude to risk, existing personal circumstances and then proposing a suitable strategy.

You will be capable of building relationships with both new and existing private clients.

Lead flow for prospective clients will arise from a variety of sources including general marketing, events attendance, referrals, partnerships and professional relationships.


  • Understanding and reviewing clients' financial needs, attitude to risk, personal circumstances and current investments to propose suitable solutions and strategies to help meet their objectives.
  • This involves reviewing existing investment portfolios, often producing a detailed written review and proposal as to how we might alter the investments, taking into account a client's investment aims, attitude to risk and personal circumstances including the tax situation. This will require meeting prospective clients to present our proposed solutions.
  • 'Managing out' existing investments and reinvesting the capital into managed portfolios.
  • Regular reporting of changes within portfolios and performance to clients.
  • Attending review meetings with clients as required to maintain a suitable investment strategy appropriate for the client and his/her aims.
  • Highlighting wealth management opportunities for referral to internal Financial planners or execution themselves if authorised with their wider wealth management service.
  • To engage with and understand prospective clients needs.
  • To present and discuss the appropriate proposition to prospective clients and follow through individually tailored proposals, to reflect the proposition agreed with them.
  • To convert such prospective clients into clients and gain additional assets and revenue.
  • To continually engage with existing clients, deepening and developing relationships.
  • To provide ongoing support and administration to existing clients.
  • To regularly review existing clients circumstances to ensure suitable for their current circumstances.
  • To maintain adequate records of all ongoing and pertinent communications with clients.

You will have min diploma level 4 but ideally be chartered and hold CF30.

You will be driven, ambitious and have excellent client focus.

In return you will receive a top end salary and benefits package including PMI and PHI.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may 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.