Associate Financial Planner

IDEX Consulting; Birmingham; On-site; GBP 30,000 - 45,000; Full time

Job summary

A forward-thinking financial planning practice in Birmingham is seeking a motivated Associate Planner. This role involves supporting financial advice to clients, providing exceptional service, and developing skills to eventually become a Chartered Financial Planner. Join a tech-savvy firm focused on life goals and flexible working arrangements.

Benefits

Competitive salary

Bonus plan

Flexible working

Qualifications

• Experience in financial services required.
• Good understanding of financial & wealth planning.
• Evidence of providing a high standard of service to clients.

Responsibilities

• Support client introductions identifying financial needs.
• Provide financial advice to meet lifetime financial goals.
• Learn and build skills for progression to Chartered Financial Planner.

Skills

Interpersonal skills

Client relationship building

Financial advice

Education

CII Level 4 Diploma or equivalent

Job description

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A forward-thinking Financial Planning practice has a career opportunity for a self-motivated and client focused Associate Planner with a can-do attitude who is looking to build a successful career within Financial Planning.

This is an excellent progressive career opportunity to join a tech-savvy next-gen lifestyle focused financial planning firm with an office in central Birmingham.

The opportunity
Working closely with a nationally acclaimed Times Top Financial Planner the Associate Planner will support client introductions identifying and addressing client financial needs acting in the client's best interest at all times.
Working with new and existing clients, providing financial advice to review and meet their lifetime financial goals.
As you gain experience in the role you will have the opportunity to learn new skills building on your existing knowledge enabling progression to Chartered Financial Planner.

Applicant requirements
CII Level 4 Diploma or equivalent.
Experience in financial services.
Good understanding of financial & wealth planning.
Evidence of providing a high standard of service to clients.
Excellent interpersonal skills and the ability to build long-standing relationships is key.

Package
Competitive salary.
Bonus plan.
Flexible working.

Your contact for this opportunity is Keith Enright at Idex Consulting.