Associate Financial Planner

IDEX Consulting; Manchester; On-site; GBP 45,000 - 50,000; Full time

Job summary

A growing financial planning business in Manchester is seeking a Trainee/Associate Financial Planner. The role involves providing top-notch advice on wealth management and servicing a clientele while searching for business expansion opportunities. Candidates should have a strong financial advice background, good communication skills, and the ability to learn and grow with the business. The company offers a competitive salary, bonus opportunities, and various benefits including generous holiday time.

Benefits

Basic salary range £45k to £50k

No threshold bonus scheme

25 days holiday + 8 days bank holiday

Company pension contribution

Flexible medical package

Qualifications

• Experience in financial advice and technical aspects.
• Experience dealing with clients face to face and online.
• Experience working with high net worth clients.
• Experience servicing and retaining a large book of clients.

Responsibilities

• Provide 1st class advice on wealth management.
• Deliver timely reports with paraplanning and administration team.
• Service and retain existing clients while pursuing new business.
• Collaborate to improve client service offerings.

Skills

Strong financial advice skills

Eye for detail and accuracy

Good team skills

Excellent verbal and written communication skills

Monitoring, evaluating and reporting

Ability to critique existing processes

Education

Chartered qualification (ideally)

Job description

My client is a growing and ambitious financial planning business in South Manchester. They business has made numerous acquisitions over the last few years and they are currently looking for an Trainee/Associate Financial Planner to join their team in Manchester.

Principal Accountabilities / Main Responsibilities

• Providing 1st class advice to clients on wealth management covering pensions, investments, tax planning, savings and protection products
• Working with the sizeable paraplanning and administration team to deliver timely reports and great customer service
• Retain and service an existing book of north midlands based clients whilst looking for new business opportunities
• Ability to learn and develop with the business as it grows
• Working with the adviser team and wider business to encourage and drive changes to ultimately provide clients with a better service

Knowledge & experience

• Detailed experience of financial advice and technical aspects
• Experience at dealing with clients on a face to face and online basis
• Experience of working with clients of high net worth
• Experience of working in a team to drive better outcomes for all stakeholders
• Ideally chartered
• Experience of servicing and retaining a large book of clients

Skills

• Strong financial advice skills
• Eye for detail and accuracy
• Good team skills and desire to working collaboratively
• Excellent verbal and written communication skills
• Monitoring, evaluating and reporting
• Ability to step back, critique the existing way of working and implement improvements

Company Benefits

• Basic salary range £45k to £50k
• No threshold bonus scheme and 1/3 paid of all initial fee written paid monthly
• 25 days holiday + 8 days bank holiday
• Company pension contribution
• Flexible medical package
• And more...

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.