Senior Wealth & Financial Planning Director

IDEX Consulting Ltd; United Kingdom; On-site; GBP 55,000 - 90,000; Full time

Benefits offered by this job

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Job summary

IDEX Consulting Ltd in the United Kingdom is seeking a skilled Financial Planner to build trusted relationships with current and prospective clients and to deliver tailored financial planning and wealth management advice.

Working within an agreed business plan, you will act as an ambassador for the firm, ensuring every recommendation is suitable, compliant and designed to help clients reach retirement, inheritance and tax objectives.

Qualifications

• Proven ability to deal with new and existing clients on a fee basis
• Ability to understand and communicate advice practices and processes clearly and effectively.
• Ability to analyse client information and highlight requirements to make suitable recommendations
• Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions
• A strong ethic of client and customer service
• Ability to work under pressure and to prioritise work
• Excellent communication skills both written and verbal
• Ability to mentor, train and develop adviser colleagues
• Extensive experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business

Responsibilities

• To look after and support client needs
• To plan, implement and execute the annual Business Plan in line with agreed individual expectations
• To build new client relationships and maintain and develop existing client relationships through effective ongoing service to help minimise attrition, and to deliver new instructions and referrals as a result of satisfied clients
• Structure and lead client meetings in a professional manner, ensuring all information and advice provided is up to date, technically accurate and meets clients’ needs
• To ensure clients have the right advice to achieve their financial objectives, while understand and considering the impact of factors such as retirement planning, inheritance, and tax efficiency for individual clients
• To ensure client reviews are undertaken at least annually in line with clients’ changing risk attitudes and strategic requirements
• To work in partnership with Investment Management (IM) and Professional Services (PS) colleagues to develop client relationships
• To build and maintain COIs to initiate and nurture close relationships with professional advisers
• Maintain the New Business Pipeline (NBP) and ensure all values and dates are up to date.
• Ensure comprehensive client records are kept and that these are accurate and up to date at all times and in line with Group policy
• To strive for no complaints and where they are received ensure that they are raised with the Client Resolution team in a timely fashion and assist in bringing them to a satisfactory resolution
• Ensure that knowledge and skills are maintained and developed in line with industry, regulatory and internal requirements by undertaking regular and appropriate CPD in order to reach their full potential (for the wider benefit of the Group)
• Assist in the induction, mentoring and development of new Financial Planners
• Actively participate in projects when required

Skills

Proven ability to deal with new and ex

Ability to understand and communicate

Ability to analyse client information

Technical/product knowledge and broad

A strong ethic of client and customer

Ability to work under pressure and to

Excellent communication skills both

Ability to mentor, train and develop

Extensive experience operating within

Education

Extensive experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business

Job description

IDEX Consulting Ltd in the United Kingdom is seeking a skilled Financial Planner to build trusted relationships with current and prospective clients and to deliver tailored financial planning and wealth management advice.

Working within an agreed business plan, you will act as an ambassador for the firm, ensuring every recommendation is suitable, compliant and designed to help clients reach retirement, inheritance and tax objectives.