Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Build relationships with clients and deliver tailored financial advice.
- Company: Leading financial services firm in Manchester with a strong reputation.
- Benefits: Competitive salary, private medical insurance, and hybrid working model.
- Why this job: Join a dynamic team and make a real difference in clients' financial lives.
- Qualifications: Strong communication skills and a client service ethic required.
- Other info: Fast-paced environment with opportunities for professional growth.
The predicted salary is between 36000 - 60000 £ per year.
A leading financial services firm in Manchester is looking for an experienced Financial Planner to build and develop relationships with clients. The role requires structuring client meetings, delivering tailored financial advice, and maintaining high standards of client service.
Ideal candidates will have strong communication skills, a client service ethic, and the ability to work under pressure.
Benefits include competitive salary, private medical insurance, and a hybrid working model.
Strategic Financial Planner - Hybrid Role in Manchester employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Strategic Financial Planner - Hybrid Role in Manchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, and think about how your experience aligns with their needs. Practise common interview questions and be ready to showcase your strong communication skills.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your appreciation and keeping you top of mind. Mention something specific from your conversation to make it personal.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of great roles, including the Strategic Financial Planner position. It’s a great way to ensure your application gets seen by the right people.
We think you need these skills to ace Strategic Financial Planner - Hybrid Role in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and client relationship management. We want to see how you've structured meetings and delivered tailored advice in the past!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your communication skills and client service ethic. Tell us why you're the perfect fit for our hybrid role and how you can contribute to our team.
Showcase Your Achievements: Don’t just list your responsibilities; highlight your achievements! Whether it's exceeding client expectations or successfully managing high-pressure situations, we love to see how you've made an impact.
Apply Through Our Website: We encourage you to apply directly through our website. 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 Financial Stuff
Make sure you brush up on the latest financial trends and products. Being able to discuss current market conditions and how they affect client portfolios will show that you're not just knowledgeable but also proactive in your field.
✨Practice Client Scenarios
Since the role involves structuring client meetings and delivering tailored advice, it’s a good idea to role-play some client scenarios. Think about common client concerns and how you would address them, showcasing your communication skills and client service ethic.
✨Showcase Your Relationship-Building Skills
Prepare examples of how you've successfully built and maintained client relationships in the past. This could be through testimonials or specific instances where your approach led to positive outcomes. It’s all about demonstrating your ability to connect with clients.
✨Stay Calm Under Pressure
Interviews can be nerve-wracking, especially for a role that requires working under pressure. Practice mindfulness techniques or mock interviews to help you stay composed. Showing that you can handle stress will impress your interviewers.
