Senior Financial Planner

IDEX Consulting Ltd; Greater London; On-site; GBP 60,000 - 100,000; Full time

Job summary

An established industry player seeks a talented Financial Planner to support clients in London and the South East. This role involves building strong relationships with clients, understanding their financial needs, and providing tailored advice. You will engage with both new and existing clients, ensuring their investment strategies align with their objectives. With a focus on personal and professional development, this position offers a dynamic environment where you can thrive. If you are passionate about finance and client success, this opportunity is perfect for you.

Benefits

Company benefits

Bonus opportunities

Qualifications

• Experience in building relationships with clients and providing holistic financial advice.
• Strong communication skills to present tailored financial solutions.

Responsibilities

• Review clients’ financial needs and propose suitable investment strategies.
• Engage with prospective clients to understand their needs and present solutions.

Skills

Relationship building

Questioning and listening

Verbal and presentational skills

Planning and time management

Team working

Personal development focus

Education

CF30 under the Approved Persons regime

CISI PCIAM paper or equivalent

Financial planning/wider wealth management knowledge

Job description

3 days ago Be among the first 25 applicants

This range is provided by IDEX Consulting Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from IDEX Consulting Ltd

Supporting Financial Planners and Paraplanners to accelerate their careers in London and the South East

London

Salary up to £100,000 plus additional bonus, company benefits

Responsible for building relationships with both new and existing private clients giving holistic financial advice to a growing portfolio.

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

Responsibilities

• 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 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
• 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

Developing Business with New Clients

• 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

Maintaining relationships with existing clients

• To continually engage with existing clients deepening and developing relationships
• 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

Other Responsibilities

• To make presentations on the proposition to relevant parties
• To work closely with relevant Assistants
• To work in a close and flexible team with all Financial Advisors, Clients, Assistants and Business Development colleagues

About You

Skills

• Relationship building skills in order to rapidly establish a high level of trust with the clients, both in terms of professional and personal competence and trustworthiness
• Questioning and listening skills which are focused and empathetic in order to understand fully and sense-check the prospective and existing clients’ true understanding, views and feelings
• Verbal and presentational skills in order to clearly and passionately communicate the appropriate proposition and information to prospective and existing clients, in one to one, small and large group situations
• Planning and time management skills in order to most effectively allocate the time and resources to gain commitment from prospective clients, as well as to manage and develop the business from existing clients
• Team working combined with individual initiative, creativity and self-sufficiency in order to remain effective in the face of rapid change and a lean and efficient management and resource structure
• Personal development focus, taking responsibility for driving both personal and professional development in order to maximise effectiveness in this demanding role, and to grow with the role, and beyond

Qualifications

• The successful candidate should have either held the CF30 under the Approved Persons regime or be a Certified individual under SMCR regime.
• Ideally hold the CISI PCIAM paper or equivalent and hold, or be eligible to apply for, a Statement of Professional Standing
• Financial planning/wider wealth management knowledge desirable, but not essential
• This role is London based with regular time in the office required

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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