- 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
- Structure and lead client meetings in a professional manner, ensuring all information and
- advice provided is up to date, technically accurate and meets clients' needs
- 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
- To look after and support client needs
- To execute the annual Business Plan in line with agreed individual targets
- Proven ability to deal with new and existing clients on a fee basis.
- Ability to understand and communicate advice practices and processes clearly and effectively.
- Ability to analyse client information and highlight requirements to make suitable
- recommendations.
- Technical/product knowledge and effective communication of wide ranging holistic financial
- planning 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 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
-
Financial Planner
4 days ago
Exchange Street Manchester, United Kingdom**Job Type**: Perm · Town/City: Manchester · County: Lancashire · Salary/Rate: To £55,000 + bonus + benefits · Sector: Financial Services · Discipline: Financial Planner · Job ref: 540780 · **Glass ceilings. It's not anyone's fault. You just sometimes outgrow the firm you've join ...
-
Financial Planner
4 days ago
PB Recruitment Consultants Manchester, United Kingdom**A highly reputable, leading firm, and independent provider of accounting, business advisory and wealth management services currently require an experienced Diploma Level 4 qualified FINANCIAL PLANNER to join its team in the North-West and manage an existing book of clients whil ...
-
Financial Planner
16 hours 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 ...
-
Financial Planner
2 days ago
CAPIO RECRUITMENT LIMITED Manchester, United Kingdom**Job Title: Financial Planner** · **Salary: £50,000 - £75,000 + Bonus** · **Location: Manchester** · Capio Recruitment is working with an award-winning wealth management business who have a national presence providing industry leading services. Alongside being an Independent Fir ...
-
Financial Planner
16 hours ago
Idex Manchester, United KingdomA national leader in private client advice, are seeking an experienced Financial Planner to join their dynamic and forward-thinking team in Manchester. · Due to expansion, they're searching for a well-networked, client-facing adviser to work collaboratively with the Investment Ma ...
-
Financial Planner
16 hours ago
Capio Recruitment Manchester, United Kingdom**Job Title: Financial Planner** · **Salary: £50,000 - £70,000 + Bonus + Benefits** · **Location: Manchester** · Capio Recruitment is working with an award-winning wealth management business who have a national presence providing industry leading services. Alongside being an Inde ...
-
Financial Planner
6 days ago
Idex Manchester, United KingdomIDEX Consulting have been engaged on behalf or a leading northern-focused accountancy and wealth management business, to lead the search for an experienced Independent Financial Adviser in Manchester. · Our client has a highly-reputable advisory and professional services brand in ...
-
Financial Planner
1 week ago
Azets Manchester, United Kingdom**Who are Azets** · Azets are a leading firm of Accountants and Business Advisers operating across the UK, Ireland and the Nordics, we have over a wide network of employees and an abundance of inspiring opportunities to join one of our many offices · We are a top ten accountancy ...
-
Independent Financial Planner
6 days ago
Idex Manchester, United KingdomI am currently looking for an experienced Independent Financial Planner to join an award-winning Chartered Financial Planning firm in South Manchester. The role is salaried with benefits and un-capped earnings opportunity. · You will receive full support from a fantastic paraplan ...
-
Independent Financial Planner
16 hours ago
IDEX Consulting Ltd Manchester, United KingdomI am currently looking for an experienced Independent Financial Planner to join an award-winning Chartered Financial Planning firm in South Manchester. The role is salaried with benefits and un-capped earnings opportunity. · You will receive full support from a fantastic paraplan ...
-
Financial Planner
1 week 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
3 days 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. · effective ongoing service to help minimize attrition, and to deliver ...
-
Financial Planner
1 week 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. · effective ongoing service to help minimize attrition, and to deliver ...
-
Financial Planner
4 days ago
Recruit UK | Certified B Corp™ Manchester, United KingdomFinancial Planner · Location: UK Wide (Home Based) · Recruit UK is working with a successful Wealth Management company which is growing its UK Financial Planning team. They have opportunities across the UK for experienced Financial Adviser who thrive off new client engagement a ...
-
Financial Planner
1 week ago
IDEX Consulting Ltd Manchester, United KingdomJob 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. · effective ongoing service to help minimize attrition ...
-
Financial Planner
2 days ago
Recruit UK | Certified B Corp™ Manchester, United KingdomJob Title: Financial Planner · Any additional information you require for this job can be found in the below text Make sure to read thoroughly, then apply. · Ref: 9048 · Location: UK Wide (Home Based) · Salary: £60,000 with first year OTE of £120,000 · Recruit UK is working with ...
-
Financial Planner
1 week 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 develop exi ...
-
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 ...
-
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
1 week 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 develop exi ...
Financial Planner - Manchester, United Kingdom - IDEX Consulting Ltd
Description
Job 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.
The Role:
About you:
Benefits include:
For more information please contact Graeme Hyland on or email