Financial Planner - Cheshire, United Kingdom - Idex

Idex

Verified Company

Cheshire, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

My client is looking for someone to join their Financial Planning team at their offices in Cheshire.

They're looking for a Chartered or 'working towards Chartered' Financial Planner who believes in true independent lifetime financial planning; someone who revels in the detail of building financial plans and 'what if' scenarios.

Service and grow an existing book of clients within the wealth service proposition, offering holistic wholeofmarket investment advice and lifetime financial planning services
Conduct regular and indepth client financial circumstance reviews covering their current provision and future aims
Review and respond to clients changing needs and financial circumstances
Analyse information and prepare plans best suited to individual clients' requirements
Assist all clients to make informed decisions
Communicate with other professional connections, such as Chartered Accountants, Solicitors and specialist Mortgage Advisers
Contact clients with news of new financial products or changes to legislation that may affect their savings and investments as part of your overall business plan

Whats in it for you:

A large book of clients to step in to from day
Company wide annual bonus scheme
25 days holiday plus all bank holidays
1 extra day holiday on your birthday
Study support up to Chartered and beyond, covering initial cost, study and exam day leave
Flexible working hours between 8am & 7pm
A place to be listened to, heard and to thrive
5% employers pension contribution
AXA Health insurance for all staff
BUPA cash plan for employees who can claim for dependent children
4 X DIS
Fresh fruit every day and free on site parking
Smart casual dress code feel comfortable; work better
No stuffiness. Be yourself

For more information please contact Graeme Hyland on

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit.

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