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    Financial Planner - Edinburgh, United Kingdom - IDEX Consulting

    IDEX Consulting
    IDEX Consulting Edinburgh, United Kingdom

    3 weeks ago

    Idex Consulting background
    Description

    The Private Clients Financial is responsible for understanding and reviewing clients' financial objectives, attitude to risk, existing personal circumstances and then proposing a suitable strategy.

    You will be capable of building relationships with both new and existing private clients.

    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, often producing a detailed written review and proposal as to how we might alter the investments, taking into account a client's investment aims, attitude to risk and personal circumstances including the tax situation.

    Managing out' existing investments and reinvesting the capital into managed portfolios.
    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.

    Highlighting wealth management opportunities for referral to internal Financial planners or execution themselves if authorised with their wider wealth management service.

    To convert such prospective clients into clients and gain additional assets and revenue.
    In return you will receive a top end salary and benefits package including PMI and PHI.
    Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit.

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

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