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- Tasks: Provide expert financial advice and manage client relationships in a supportive team environment.
- Company: Dynamic financial services firm committed to diversity and inclusion.
- Benefits: Competitive salary, professional development, and a focus on work-life balance.
- Other info: Opportunities for career advancement and continuous learning in a supportive culture.
- Why this job: Join a growing team and make a real difference in clients' financial futures.
- Qualifications: Current Statement of Professional Standing and relevant industry experience required.
The predicted salary is between 50000 - 60000 £ per year.
My client has an immediate vacancy for a Financial Planner in Liverpool, (ideally Chartered), to take over an established book of existing clients and qualified new business opportunities.
The Role
- 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.
- You will 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, operating at all times in a manner which benefits a certified Person and complying with the FCA's Statements of Principles and the firm's documented performance measures/standards and compliance plan.
- An environment that will allow and expect you to demonstrate a commitment to Treating Customers Fairly and deliver good customer outcomes.
- A framework to ensure maintenance of competence by constantly reviewing own training needs and, in conjunction with your Supervisor, addressing those needs in an appropriate and timely manner evidenced by an up to date Statement of Professional Standing (SPS).
- Processes to help you 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.
What you need to have:
- Attained and current Statement of Professional Standing (SPS) from CII.
- 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.
What makes you stand out:
- Qualified to Chartered Status with CII.
- Pension Transfer Specialist qualified.
- Knowledge of Intelliflo.
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 Liverpool employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Liverpool
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant groups. The more people you know, the better your chances of landing that Financial Planner role.
✨Tip Number 2
Show off your skills! Prepare a portfolio or case studies that highlight your past successes in financial planning. This will give potential employers a clear picture of what you can bring to the table.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers and boost your confidence. Remember, it’s all about showcasing your expertise and personality.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you. Plus, applying directly shows your enthusiasm and commitment to joining our team.
We think you need these skills to ace Financial Planner in Liverpool
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your relevant experience, especially any work with existing clients and new business opportunities. We want to see how you can bring value to our team!
Showcase Your Skills: Don’t forget to showcase your interpersonal and communication skills in your application. We’re looking for someone who can connect with clients and deliver excellent service, so let that shine through!
Highlight Your Qualifications: If you’ve got your Statement of Professional Standing (SPS) or are Chartered, make sure to mention it! These qualifications are key for us, and we want to see them front and centre in your application.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and keep track of everything. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at IDEX Consulting
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around the FCA's Statements of Principles. Being able to discuss regulatory standards and how they apply to your work will show that you're serious about compliance and client care.
✨Showcase Your Experience
Prepare to talk about your previous roles and how you've successfully managed client relationships. Highlight any experience with existing client books and new business generation, as this is key for the role. Use specific examples to illustrate your achievements.
✨Demonstrate Interpersonal Skills
Since excellent communication is a must, practice articulating your thoughts clearly and confidently. Think about how you can convey complex financial concepts in a way that's easy for clients to understand. Role-playing with a friend can help!
✨Ask Insightful Questions
Prepare some thoughtful questions about the company’s approach to client care and their growth strategies. This shows that you're not just interested in the job, but also in how you can contribute to their mission of treating customers fairly.