Job description
Idex Consulting has a vacancy for a Financial Planner to take over an established area of existing clients and new business opportunities.
The clients are based in Scotland, mainly the Glasgow and Edinburgh area.
FUM is £70m - roughly £k recurring income
They will count on you to:
1. Work with your clients and give them the best service and advice
2. You will work in conjunction with a designated support team to produce advice reports to business and regulatory standards and implement solutions agreed with clients
3. You will work to agreed budgets and working practices as confirmed by the business and the direct reporting lines, helping our commitment to achieve growth via generating new business
4. A framework to work to, ensuring that high standards of client care are met by demonstrating competence in all stages of the advisory process
5. You deliver ongoing services in a timely manner as determined by the business to a number of existing clients who pay regular fees to receive a designated level of service
What you need to have:
6. Attained and current Statement of Professional Standing (SPS) from CII
7. A good level of relevant industry experience
8. Excellent interpersonal and communication skills
9. Comprehensive industry and technical knowledge
10. Able to work in a structured, efficient manner, using support staff where necessary
What makes you stand out:
11. Working towards Chartered status
12. Pension Transfer Specialist
13. Knowledge of Intelliflo
Why join their team:
They will help you be your best through professional development opportunities, interesting work and supportive leaders.
They foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
Their scale enables them to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.