Job Description

My client is currently looking for an experienced Financial Planner to join their business in Preston. This is an exciting role with a large client bank to inherit.
By joining this business as a Financial Planner you play an integral part in an independent financial advice and fund management group. They empower their people to foster their entrepreneurial abilities in a supportive and collaborative environment that raises the professionalism of financial advice. Career progression, flexible working, great benefits are all available, with a lucrative bonus structure on offer for the right individual.
Responsibilities

• Meet with clients to gain a deep understanding of their current financial position and future plans, and develop compelling, long-lasting relationships
• Work collaboratively with Paraplanners, support staff, line managers and other parts of the business, in order to deliver high quality advisory services to clients
• To be involved with high-net-worth individuals from investments, pensions, and trust planning
• Research financial products and explain details of products so that clients can make informed choices
• Prepare clear recommendations to clients as and when required
• Use existing network to identify new opportunities and develop relationships with professional introducers and intermediaries
• Negotiate with providers of financial products where appropriate
• Keep clients regularly updated about their investments
• Actively seek new areas of business and keeping Management informed of new opportunities
• Actively build on existing client base, looking for opportunities for referrals

Requirements

• Must be level 4 qualified (DipPFS/DipFA/CISI Level 4 Diploma with Financial Advice)
• Ideally Chartered (Adv.DipFA/APFS/Level 6 CISI) or working towards
• Must be fully qualified to deliver investment and pensions advice with experience in a similar role
• Experience of using Intelligent Office (IO) would be an advantage
• Excellent communication skills, both verbal and written, and ability to communicate with colleagues and clients at all levels
• Self-motivated, with an ability to work and think under own initiative
• Have an excellent entrepreneurial attitude and business development skills

For more information please contact Graeme Hyland on 07896 933622 or email
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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.

Skills Required