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IDEX Consulting Ltd
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Leicester, Leicestershire
Financial Consultant
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Job Type: Full-time |
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Salary: £38,000 per annum |
Overview
We are partnered with a firm that provides financial planning advice to wealthy private clients, they now have an opportunity for a highly capable Financial Adviser to join their team in Leicester and assist with the management of a portfolio of clients and new business streams. Key accountabilities To provide technical and investment advice on all aspects of client's requirement and wealth management planning Create, build and maintain long term client relationships, through quality of service and advice Obtain a full understanding of clients' current circumstances and provisions together with future aims. Research and communicate appropriate options Communicate information to clients in a manner appropriate for their particular level of understanding Provide clients with information on new and existing products and services Maintain own knowledge of current affairs and the potential impact on client issues Explain the potential benefits and disadvantages of various products and services suggested to clients Adhere to compliance procedures and comply with the regulations of the Financial Conduct Authority (FCA) Work within the rules and regulations set out, from time to time, by HM Revenue & Customs Personal specification Qualified to give advice Able to research, analyse and interpret a diverse range of information Possess excellent questioning and listening skills Good numeracy skills Able to convey complex information to a wide variety of people with various levels of understanding both written and verbally Inspire confidence and trust in people Benefits Company car Phone Laptop Flexible benefits scheme includes employer benefits of pension contribution, life assurance, health cash plan, lifestyle rewards, group income protection Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.