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Financial Planner: Grow Client Wealth & Strategy (Flexible)

IDEX Consulting

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Sur place
GBP 40 000 - 60 000
Il y a 30+ jours
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Financial Planner: Grow Client Wealth & Strategy (Flexible)
IDEX Consulting
Glasgow
Sur place
GBP 40 000 - 60 000
Plein temps
Il y a 24 jours

Résumé du poste

A leading financial services firm in Glasgow is seeking a Financial Planner to join their personal wealth team. You will be responsible for onboarding and serving new clients, conducting assessments of their financial circumstances, and providing tailored financial strategies. The ideal candidate should have excellent communication skills, technical knowledge, and the ability to work collaboratively in a team. This role offers opportunities for progression and supports flexible working patterns.

Qualifications

  • Strong networker comfortable presenting to large audiences.
  • Ability to work collaboratively in a team environment.
  • Excellent interpersonal and communication skills.

Responsabilités

  • Uphold values of client centricity.
  • Onboard and serve new clients.
  • Conduct in-depth assessments of clients' financial circumstances.
  • Design financial strategies tailored to individual clients.
  • Keep up to date with financial products and legislation.

Connaissances

Interpersonal skills
Client-centricity
Networking
Communication skills
Technical knowledge
Description du poste
A leading financial services firm in Glasgow is seeking a Financial Planner to join their personal wealth team. You will be responsible for onboarding and serving new clients, conducting assessments of their financial circumstances, and providing tailored financial strategies. The ideal candidate should have excellent communication skills, technical knowledge, and the ability to work collaboratively in a team. This role offers opportunities for progression and supports flexible working patterns.
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* Le salaire de référence se base sur les salaires cibles des leaders du marché dans leurs secteurs correspondants. Il vise à servir de guide pour aider les membres Premium à évaluer les postes vacants et contribuer aux négociations salariales. Le salaire de référence n’est pas fourni directement par l’entreprise et peut pourrait être beaucoup plus élevé ou plus bas.

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