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For Companies At a Glance
- Tasks: Build and maintain client relationships while providing tailored financial advice.
- Company: Join a dynamic firm located in the heart of Manchester city centre.
- Benefits: Enjoy competitive salary, private medical insurance, hybrid working, and generous holiday options.
- Why this job: Make a real impact on clients' financial futures in a supportive and professional environment.
- Qualifications: Experience in client management, strong communication skills, and knowledge of financial planning required.
- Other info: Contact Graeme Hyland for more details or to apply.
The predicted salary is between 36000 - 60000 £ per year.
My client is in the heart of Manchester city centre and they are looking for an experienced Financial Planner to join their team and build and develop trusted relationships with current and potential clients.
The Role
- To build new client relationships and maintain and develop existing client relationships through
effective ongoing service to help minimize attrition, and to deliver new instructions and
referrals as a result of satisfied clients - Structure and lead client meetings in a professional manner, ensuring all information and
advice provided is up to date, technically accurate and meets clients\’ needs - To ensure clients have the right advice to achieve their financial objectives, while understand
and considering the impact of factors such as retirement planning, inheritance, and tax
efficiency for individual clients - To look after and support client needs
- To execute the annual Business Plan in line with agreed individual targets
About you
- Proven ability to deal with new and existing clients on a fee basis.
- Ability to understand and communicate advice practices and processes clearly and effectively.
- Ability to analyse client information and highlight requirements to make suitable
recommendations. - Technical/product knowledge and effective communication of wide ranging holistic financial
planning strategies & solutions. - A strong ethic of client and customer service.
- Ability to work under pressure and to prioritise work.
- Excellent communication skills, both written and verbal.
- Experience of operating within a risk management framework together with a thorough
understanding of the risks and threats pertaining to a private client business.
Benefits include
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependent)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com
Visit 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.
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.
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Financial Planner employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network with professionals in the financial planning industry, especially those based in Manchester. Attend local finance-related events or seminars to meet potential colleagues and clients, which can help you build relationships that may lead to job opportunities.
✨Tip Number 2
Familiarise yourself with the latest financial regulations and trends that affect financial planning. Being knowledgeable about current market conditions and regulatory changes will not only boost your confidence but also impress potential employers during discussions.
✨Tip Number 3
Prepare to demonstrate your client relationship management skills in interviews. Think of specific examples where you've successfully built or maintained client relationships, as this is a key aspect of the role and will show your capability to meet their needs.
✨Tip Number 4
Research the company thoroughly before applying. Understand their values, services, and client base. Tailoring your approach to align with their mission will show your genuine interest and help you stand out as a candidate.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning. Emphasise your ability to build and maintain client relationships, as well as your technical knowledge in areas like retirement planning and tax efficiency.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the role. Mention specific examples of how you've successfully managed client relationships and delivered tailored financial advice.
Highlight Communication Skills: Since excellent communication is key for this role, provide examples in your application that demonstrate your verbal and written communication skills. This could include client meetings you've led or presentations you've given.
Showcase Client-Centric Approach: In your application, emphasise your strong ethic of client service. Discuss how you prioritise client needs and how you've successfully navigated challenges to ensure client satisfaction.
How to prepare for a job interview at IDEX Consulting
✨Research the Company
Before your interview, take some time to research the company and its values. Understanding their approach to financial planning and client relationships will help you tailor your responses and demonstrate your genuine interest in the role.
✨Prepare for Client Scenarios
Be ready to discuss how you would handle various client scenarios. Think about past experiences where you've successfully built or maintained client relationships, and be prepared to share specific examples that highlight your skills in communication and problem-solving.
✨Showcase Your Technical Knowledge
Since the role requires a strong understanding of financial products and strategies, be prepared to discuss your technical knowledge. Brush up on key concepts related to retirement planning, inheritance, and tax efficiency, and be ready to explain how you would apply this knowledge to meet clients' needs.
✨Demonstrate Your Client-Centric Approach
Emphasise your commitment to client service throughout the interview. Share examples of how you've prioritised client needs in the past and how you plan to ensure client satisfaction in this new role. This will show that you align with the company's focus on building trusted relationships.
