Senior Financial Planner Glasgow or Edinburgh
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. 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.
About the Role
The Financial Planner will count on you to work with your clients and give them the best service and advice. 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.
Responsibilities
* 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.
* A framework to work to, ensuring that high standards of client care are met by demonstrating competence in all stages of the advisory process.
* 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.
Qualifications
* Attained and current Statement of Professional Standing (SPS) from CII.
Required Skills
* A good level of relevant industry experience.
* Excellent interpersonal and communication skills.
* Comprehensive industry and technical knowledge.
* Able to work in a structured, efficient manner, using support staff where necessary.
Preferred Skills
* Working towards Chartered status.
* Pension Transfer Specialist.
* Knowledge of Intelliflo.
#J-18808-Ljbffr