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- Tasks: Provide top-notch financial advice on wealth management and collaborate with a dynamic team.
- Company: Ambitious financial planning business in South Manchester with a focus on growth.
- Benefits: Competitive salary, bonus scheme, generous holiday, and flexible medical package.
- Why this job: Join a growing team and make a real impact in clients' financial futures.
- Qualifications: Experience in financial advice and strong communication skills required.
- Other info: Inclusive culture with opportunities for personal and professional development.
The predicted salary is between 36000 - 60000 £ per year.
My client is a growing and ambitious financial planning business in South Manchester. They have made numerous acquisitions over the last few years and are currently looking for a Trainee/Associate Financial Planner to join their team in Manchester.
Principal Accountabilities / Main Responsibilities
- Providing 1st class advice to clients on wealth management covering pensions, investments, tax planning, savings and protection products.
- Working with the sizeable paraplanning and administration team to deliver timely reports and great customer service.
- Retain and service an existing book of north midlands based clients whilst looking for new business opportunities.
- Ability to learn and develop with the business as it grows.
- Working with the adviser team and wider business to encourage and drive changes to ultimately provide clients with a better service.
Knowledge & experience
- Detailed experience of financial advice and technical aspects.
- Experience at dealing with clients on a face to face and online basis.
- Experience of working with clients of high net worth.
- Experience of working in a team to drive better outcomes for all stakeholders.
- Ideally chartered.
- Experience of servicing and retaining a large book of clients.
Skills
- Strong financial advice skills.
- Eye for detail and accuracy.
- Good team skills and desire to work collaboratively.
- Excellent verbal and written communication skills.
- Monitoring, evaluating and reporting.
- Ability to step back, critique the existing way of working and implement improvements.
Company Benefits
- Basic salary range £45k to £50k.
- No threshold bonus scheme and 1/3 paid of all initial fee written paid monthly.
- 25 days holiday + 8 days bank holiday.
- Company pension contribution.
- Flexible medical package.
- And more...
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.
Associate Financial Planner in Manchester employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Financial Planner in Manchester
✨Network Like a Pro
Get out there and connect with people in the financial planning world! Attend industry events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance to meet potential employers, make sure to highlight your financial advice skills and any relevant experience. We want to see how you can bring value to their team, so prepare some examples of how you've helped clients in the past.
✨Be Ready for the Interview
Interviews can be nerve-wracking, but preparation is key! Research the company, understand their values, and think about how you can contribute to their mission. We recommend practising common interview questions and having a few questions ready to ask them too!
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us can give you an edge, as we’re always looking for passionate candidates who fit our culture. Let’s get you that dream job together!
We think you need these skills to ace Associate Financial Planner in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Associate Financial Planner role. Highlight your experience in financial advice, client interactions, and any relevant qualifications. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your skills align with our needs. Keep it engaging and personal – we love a bit of personality!
Showcase Your Team Spirit: Since we value collaboration, mention any experiences where you've worked in a team to achieve great outcomes. Whether it's in previous jobs or projects, let us know how you contribute to a positive team environment.
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 ensures you don’t miss out on any updates from us. We can’t wait to hear from you!
How to prepare for a job interview at IDEX Consulting
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of wealth management, pensions, investments, and tax planning. Being able to discuss these topics confidently will show that you're ready to provide first-class advice to clients.
✨Showcase Your Client Interaction Skills
Prepare examples of how you've successfully dealt with clients in the past, whether face-to-face or online. Highlighting your experience with high net worth clients can really set you apart from other candidates.
✨Team Player Vibes
Since this role involves working closely with a paraplanning and administration team, be ready to discuss how you've collaborated in previous roles. Share specific instances where teamwork led to better outcomes for clients.
✨Be Ready to Critique and Improve
The company values innovation and improvement, so think about times when you've identified areas for enhancement in your work. Be prepared to share your ideas on how to drive better service for clients.
