Jobs

    Financial Planner - Manchester, United Kingdom - IDEX Consulting

    IDEX Consulting
    IDEX Consulting Manchester, United Kingdom

    1 week ago

    Idex Consulting background
    Description

    My client is in the heart of Manchester city centre and they are looking for an experienced Financial Planner to join their team and build and develop trusted relationships with current and potential clients.

    To build new client relationships and maintain and develop existing client relationships through effective ongoing service to help minimize attrition, and to deliver new instructions and referrals as a result of satisfied clients
    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
    Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions
    Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business

    Competitive salary
    Private medical insurance
    Life assurance
    Pension contribution
    Hybrid working model (role dependent)
    Generous holiday package
    Option to purchase additional holiday
    Shared parental leave

    Visit the IDEX Consulting Ltd website for further opportunities.

    For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

    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 are committed to driving conscious inclusion across our business and creating equitable pathways.
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