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Idex currently have an exciting opportunity for a Senior Financial Planner to join this well known brand and help execute the delivery of great planning and service to clients.
- Managing a smaller portfolio of clients with more complex needs while building their portfolio, delivering high quality financial planning and achieving the required quality standards on a consistent basis.
- Target and win new clients for while proactively delivering an excellent client experience and adding value for existent clients.
- Proactively lead own and team's personal and technical knowledge, including investment markets, products and services, financial planning methodologies and tax, key processes, advice guidelines and compliance procedures.
- Build on and further develop a network across their area to help identify and convert new client and revenue opportunities as well as raise their Financial Planning profile in the marketplace.
- In conjunction with the paraplanning function, research, analyse and prepare technical reports for clients relevant to their specific goals.
- Be a member and/or regular participant of key local business forums, build and deepen strong personal and business connections and create value for the business.
- Identify areas for improvement and appropriately support or lead improvement implementation.
- Secure client commitment to initial and on-going financial planning services, and hence securing and growing assets under advice and revenues.
- Develop and own relationships with clients, introducing colleagues to help connect the client to the firm and brand.
In return you will receive a generous salary and bonus package and exceptional benefits.
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.
