Financial Planner, Glasgow or Edinburgh

Overview A fantastic opportunity has arisen for a Financial Planner to join this desirable and successful personal wealth team. We are looking for candidates who are driven by a desire to deliver good outcomes for clients. As a new team that will continue to develop and grow, the candidates should be flexible and confident to provide their input. Being able to work collaboratively in a team environment is a must. Excellent interpersonal and communication skills, confidence with clients and high levels of technical knowledge are requisites. We are looking for strong networkers who feel comfortable presenting to large audiences, you should be able to evidence high levels of client-centricity as well as your approach to both growing and serving your client base. While the role will involve supporting distribution efforts, for example, by attending webinars and seminars for large corporates, the primary responsibility will be to onboard and serve new clients. As a growing business the role has scope for progression in the future. They support flexible working patterns.Accountabilities Upholding values and culture of client centricity at all times.Supporting distribution efforts, e.g. delivering and attending webinars/seminars for large employersActively seeking to onboard new clientsContribute to the evolution and growth of our business and propositions through sharing views, knowledge and expertise with other team membersContacting clients and setting up meetings, either on-line, within an office environment or in clients\’ homes or business premisesConducting in-depth assessments of clients\’ financial circumstances, current provision and future aimsCompleting investment risk analyses using attitude to investment risk questionnairesResearching the marketplace and providing clients with information on new and existing products and servicesAnalysing information and preparing plans best suited to individual clients\’ requirementsDesigning financial strategiesMeeting all regulatory aspects of the role, e.g. requirements for disclosure, costs of the services or products provided whilst accepting responsibility for the advice providedPromoting and recommending financial products and services to meet given or negotiated sales targetsKeeping up to date with financial products and legislationContacting clients with news of new financial products or changes to legislation that may affect their savings and investmentsReviewing and responding to clients changing needs and financial circumstancesVisit 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.Diversity, Equity and Inclusion Our Diversity, Equity and Inclusion MissionAt 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.

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