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Financial Planner
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Financial Planner
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IDEX Consulting Ltd Manchester, United KingdomMy 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. The Role:To build new client relationships and maintain and develop exi ...
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Financial Planner
1 week ago
IDEX Consulting Manchester, United KingdomMy 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 ...
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Financial Planner
1 day ago
IDEX Consulting Ltd Manchester, United KingdomMy 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. · The Role: · To build new client relationships and maintain and deve ...
Financial Planner - Manchester, United Kingdom - IDEX Consulting Ltd
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 clientsThe Role:
To build new client relationships and maintain and develop existing client relationships througheffective ongoing service to help minimize attrition, and to deliver new instructions andreferrals as a result of satisfied clientsStructure and lead client meetings in a professional manner, ensuring all information andadvice provided is up to date, technically accurate and meets clients' needsTo ensure clients have the right advice to achieve their financial objectives, while understandand considering the impact of factors such as retirement planning, inheritance, and taxefficiency for individual clientsTo look after and support client needsTo execute the annual Business Plan in line with agreed individual targets About you:Proven ability to deal with new and existing clients on a fee basis.
Ability to analyse client information and highlight requirements to make suitablerecommendations.
Technical/product knowledge and effective communication of wide ranging holistic financialplanning strategies & solutions.
A strong ethic of client and customer service.
Ability to work under pressure and to prioritise work.
Excellent communication skills, both written and verbal.
Experience of operating within a risk management framework together with a thoroughunderstanding of the risks and threats pertaining to a private client business.
Benefits include:
Competitive salaryPrivate medical insuranceLife assurancePension contributionHybrid working model (role dependent)Generous holiday packageOption to purchase additional holidayShared parental leave For more information please contact Graeme Hyland on or email
