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!
Ditch KPIs and Make More Money!!
Too many recruitment agencies still rely on outdated KPIs and cultures of micromanagement. Download our guide to find out how to Ditch KPIs, all while maxing your earnings.
Financial Planner
Job details Posted 11 January 2024 Salary£70000.00 – £90000.00 per annum LocationLiverpool Job type Discipline Expiry 20 April 2024 Reference39249_1704972803
Consultant
Business Manager
Financial Planner
Job description
My client is in the heart of Liverpool 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 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
About you:
- 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
Benefits include:
- 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
For more information please contact Graeme Hyland on 07896 933622 or email
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
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: £90000 per year
Location: Birmingham
Job date: Sat, 13 Jan 2024 01:36:55 GMT
Apply for the job now!
