At a Glance
- Tasks: Help clients achieve their financial goals while working flexibly from home.
- Company: Join a dynamic personal wealth team focused on growth and collaboration.
- Benefits: Enjoy flexible working patterns and a supportive team environment.
- Other info: Be part of an inclusive culture that values diverse perspectives.
- Why this job: Make a real difference in people's lives by providing tailored financial advice.
- Qualifications: Confidence in client interactions and a passion for financial planning.
The predicted salary is between 54000 - 66000 £ per year.
A fantastic opportunity has arisen for a Financial Planner to join this desirable and successful personal wealth team. As a new team that will continue to develop and grow, the candidates should be flexible and confident to provide their input. They support flexible working patterns.
- Supporting distribution efforts, e.g. delivering and attending webinars/seminars for large employers.
- Actively seeking to onboard new clients.
- Contribute to the evolution and growth of our business and propositions through sharing views, knowledge and expertise with other team members.
- Contacting clients and setting up meetings, either on-line, within an office environment or in clients' homes or business premises.
- Conducting in-depth assessments of clients' financial circumstances, current provision and future aims.
- Completing investment risk analyses using attitude to investment risk questionnaires.
- Researching the marketplace and providing clients with information on new and existing products and services.
- Analysing information and preparing plans best suited to individual clients' requirements.
- Designing financial strategies.
- Meeting all regulatory aspects of the role, e.g. requirements for disclosure, costs of the services or products provided whilst accepting responsibility for the advice provided.
- Promoting and recommending financial products and services to meet given or negotiated sales targets.
- Keeping up to date with financial products and legislation.
- Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments.
- Reviewing and responding to clients changing needs and financial circumstances.
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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 are committed to driving conscious inclusion across our business and creating equitable pathways.
Job type: Flexible / Work From Home
Financial Advisor - Home Based in Glasgow employer: Idex Consulting
Join a prestigious law firm in London that offers a dynamic and collaborative work environment, where your contributions to high-profile equity capital markets deals will be valued. With a strong commitment to employee development, you will have access to ongoing training and mentorship opportunities, ensuring your professional growth in a fast-paced global setting. The firm's culture promotes teamwork and innovation, making it an excellent place for ambitious solicitors looking to make a meaningful impact in their careers.
