Strategic Wealth Planning Director

IDEX Consulting Ltd; England; On-site; GBP 60,000 - 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 is seeking a seasoned Financial Planner to build trusted relationships with current and prospective clients and to deliver tailored financial planning and wealth management advice.

Working to an agreed business plan, you will ensure every recommendation is suitable, compliant and aligned with clients’ retirement, inheritance and tax objectives while representing the firm with professionalism.

Qualifications

• Experience dealing with new and existing clients on a fee basis.
• Ability to understand and communicate advice practices clearly and effectively.
• Ability to analyse client information and highlight requirements to make suitable recommendations.
• Technical/product knowledge and effective communication of holistic financial planning strategies and solutions.
• A strong ethic of client and customer service.
• Ability to work under pressure and prioritise work.
• Excellent written and verbal communication skills.
• Ability to mentor adviser colleagues and contribute to team development.

Responsibilities

• Look after and support client needs.
• Plan, implement and execute the annual Business Plan in line with individual expectations.
• Build new client relationships and maintain existing ones through effective ongoing service.
• Lead client meetings professionally, ensuring information and advice are up to date and accurate.
• Ensure advice helps clients achieve financial objectives including retirement, inheritance, and tax efficiency.
• Undertake annual client reviews in line with risk attitudes and requirements.
• Collaborate with Investment Management and Professional Services colleagues to grow relationships.
• Develop COIs to nurture relationships with professional advisers.
• Maintain New Business Pipeline up to date with values and dates.
• Keep comprehensive client records in line with Group policy.
• Assist in resolving complaints and contribute to a satisfactory resolution.
• Maintain knowledge and skills through regular CPD for broader group benefit.
• Assist in induction, mentoring and development of new Financial Planners.
• Participate in projects when required.

Skills

Client relationships

Communication

Advice practices

Holistic financial planning

Mentoring advisers

Work under pressure

CPD commitment

Risk management

Team collaboration

Business development

Education

Industry experience in private client wealth management

Job description

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

Working to an agreed business plan, you will ensure every recommendation is suitable, compliant and aligned with clients’ retirement, inheritance and tax objectives while representing the firm with professionalism.