Financial Planner
Job Description
Job title: Financial Planner
Company: IDEX Consulting
Job description: Access real-time salary data on over 600 roles across 40 different specialisms across the General Insurance, Financial Services and Legal professions.
Our 2023 Salary & Benefits Guide is here!
Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.
Access insights now!
Our 2023 Salary & Benefits Guide is here!
Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.
Access insights now!
Our 2023 Salary & Benefits Guide is here!
Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.
Access insights now!
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Financial Planner
Job details Posted 11 January 2024 Salary£50000.00 – £65000.00 per annum LocationDoncaster Job type Discipline Expiry 20 April 2024 Reference40808_1704968703
Consultant
Managing Consultant
Financial Planner
Job description
Due to a recent acquisition, a well known Advisory firm are looking for a Financial Planner to join their growing team. This individual will identify and provide financial planning advice to clients and maintain profitable long terms relationships with those clients in order to achieve their goals and aspirations.
The ideal candidate will be based in the Yorkshire area with the ability to travel.
A strong client back is available due to succession planning, allowing you to hit the ground running.
Key Accountabilities Include
- Responsible for identifying and engaging suitable clients, in part through developing a network of connections leading to client recruitment. Setting client expectations in line with the Financial Planning model
- Proactively provide on-going advice to clients (both self-sourced and those provided by internal and external Business Partnering) at regular agreed intervals, taking account of changes in their personal circumstances and the regulatory and legislative environment
- Working in a team with the Paraplanners and professional support staff who are based in the Doncaster offices, ensure client instructions are executed in a timely manner and follow process standards
- On an on-going basis identify and develop new opportunities with existing clients to ensure that the client’s portfolio fits with their requirements and optimise their investment and to identify any client referrals
- Proactively engage with professional introducers and support them following guidance
- Liaise with other professionals who support clients in the management of their affairs
- Responsible for remaining competent and up to-date on legislation as an adviser through qualifications, attendance at conferences and training
- Maintain all aspects of CPD/IDD requirement
You will inherit a really good client bank and have excellent referrals and introducers to work with.
A very competitive salary, benefits and bonus package is on offer.
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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 recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Expected salary: £65000 per year
Location: Yorkshire & the Humber
Job date: Sat, 13 Jan 2024 05:40:09 GMT
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