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Senior Financial Planner
IDEX Consulting
City of Edinburgh
On-site
GBP 60,000 - 80,000
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Job summary
An award-winning financial advisory firm is seeking a Chartered Adviser to manage a prestigious client portfolio. This role offers the opportunity to focus on client relationships while receiving outstanding back-office support. You will be responsible for meeting clients, outlining service expectations, and ensuring compliance with FCA regulations. In return, the firm provides an exceptional salary and bonus package, along with excellent benefits including healthcare and flexibility. If you are passionate about delivering top-tier financial advice and building lasting client relationships, this is the perfect opportunity for you.
Benefits
Healthcare
Flexible working hours
Bonus package
Qualifications
- Exceptional client management skills with a focus on high-level service.
- Strong understanding of FCA rules and regulations.
Responsibilities
- Meet clients regularly to provide high-level service and advice.
- Generate a pipeline to meet pre-agreed business targets.
Skills
Client Relationship Management
Financial Advisory
Compliance with FCA regulations
Business Development
Education
Chartered Financial Adviser qualification
Job description
This award-winning Financial Advisory firm is looking for an exceptional Chartered Adviser to take over one of their top-performing consultant's clients.
You will be able to manage an existing book of clients while also developing further business. To ensure that the successful individual can purely focus on client meetings and relationships, full exceptional back-office support will be provided.
- You will meet with clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations.
- You must outline with your clients the type of ongoing service that they wish to receive.
- You will plan, work towards, and generate a pipeline that sufficiently meets your pre-agreed business targets.
- You will always act in a compliant manner and deliver an outstanding level of customer service while ensuring that you constantly adhere to the FCA rules and regulations.
- You must utilise the research panel when selecting the tailored advice for your clients while ensuring that all client files are kept up to date and well maintained.
In return, they will provide an exceptional salary and bonus package, with a whole host of excellent benefits such as healthcare and flexibility.
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