Financial Planner

IDEX Consulting; Newcastle-under-Lyme; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading financial services firm in Newcastle-under-Lyme is seeking a Financial Planner to deliver high-quality, compliant services to clients. Responsibilities include client analysis, needs assessment, and ensuring compliance with industry standards. The company offers a competitive salary, generous holiday, and other benefits, striving for an inclusive workplace culture.

Benefits

Competitive salary

25 days holiday + bank holidays

Pension

4xDIS

Income protection

Employee assistance programme

Responsibilities

• Provide an efficient, high quality and compliant service to our clients.
• Deliver a full customer service in a professional, timely and efficient manner.
• Keep up to date with new product, technical or legislative changes within the marketplace.

Job description

Overview

My client is currently looking for a Financial Planner to join them in their Newcastle under Lyme office. This is a national IFA with a strong presence in the Midlands.

Key accountabilities

• Provide an efficient, high quality and compliant service to our clients
• Deliver a full customer service in a professional, timely and efficient manner
• Keep up to date with new product, technical or legislative changes within the marketplace
• New clients - gather sufficient client information and identify client needs
• Existing clients - complete client reviews within required timescales to appropriate standard
• Analyse information gathered and undertake sufficient research to make suitable recommendations across investments, pensions, estate planning and protection as appropriate for both new and existing clients
• Complete all supporting documentation in an accurate manner
• Maintain performance standards in accordance with those outlined in the key performance indicators section of the training and competence procedures
• Via self-assessment and feedback, identify continuing professional development (CPD) needs to maintain and enhance Competent status and undertake appropriate activity to meet those needs

Benefits

• Company offers a competitive salary
• 25 days holiday + bank holidays
• Pension
• 4xDIS
• Income protection
• Employee assistance programme

How to apply / contact

For more information please contact Graeme Hyland on 07896 933622 or email [e-mail]

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Diversity, Equity and Inclusion

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.