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- Tasks: Help clients achieve their financial goals and create tailored strategies.
- Company: Join a dynamic personal wealth team focused on client success.
- Benefits: Flexible working patterns and opportunities for career progression.
- Why this job: Make a real difference in clients' lives while growing your skills.
- Qualifications: Strong communication skills and a passion for client-centric service.
- Other info: Be part of a diverse and inclusive culture that values your input.
The predicted salary is between 28800 - 48000 £ per year.
A fantastic opportunity has arisen for a number of Financial Planners 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 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.
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.
Financial Planner in Glasgow employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Glasgow
✨Tip Number 1
Network like a pro! Attend industry events, webinars, and seminars to meet potential clients and colleagues. Don’t be shy; introduce yourself and share your passion for financial planning!
✨Tip Number 2
Show off your skills! Prepare a short presentation about a financial topic you’re passionate about. This will not only demonstrate your expertise but also boost your confidence when speaking to larger audiences.
✨Tip Number 3
Be proactive in reaching out to potential clients. Use social media platforms to connect and engage with them. Share valuable insights and updates on financial products that could benefit their circumstances.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are genuinely interested in joining our growing team.
We think you need these skills to ace Financial Planner in Glasgow
Some tips for your application 🫡
Show Your Client-Centricity: Make sure to highlight your commitment to client outcomes in your application. We want to see how you've gone above and beyond for clients in the past, so share specific examples that showcase your client-centric approach.
Be Confident and Collaborative: Since we’re a growing team, it’s important to demonstrate your ability to work well with others. Use your application to show us how you’ve successfully collaborated in previous roles and how you can contribute to our team dynamic.
Highlight Your Technical Knowledge: We’re looking for candidates with strong technical skills in financial planning. Make sure to detail your relevant qualifications and experiences that showcase your expertise in this area, as it’s crucial for the role.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at IDEX Consulting
✨Know Your Stuff
Make sure you brush up on your financial knowledge and the latest products in the market. Being able to discuss current trends and demonstrate your technical expertise will show that you're serious about the role and can provide valuable insights to clients.
✨Showcase Your Client-Centric Approach
Prepare examples of how you've successfully put clients first in previous roles. Whether it's through tailored financial strategies or exceptional service, being able to illustrate your client-centric mindset will resonate well with the interviewers.
✨Practice Your Presentation Skills
Since you'll be expected to present to large audiences, practice your presentation skills ahead of time. Consider doing mock presentations with friends or family to build your confidence and refine your delivery style.
✨Be a Team Player
Highlight your ability to work collaboratively within a team. Share experiences where you've contributed to team success or helped evolve business propositions, as this aligns perfectly with the company's values and culture.
