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IDEX Consulting Ltd
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Amersham, Buckinghamshire
Financial Planner
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Job Type: Full-time |
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Salary: £50,000 per annum |
Overview
What if I told you that it's possible to make the move without the need to bring a client bank with you? What if I said you'll be furnished with leads from the wider business on an ongoing basis? All possible with this role Interested? Read on. The role You will be the primary Financial Planner within a reputable accountancy practice based from their Amersham office. It goes without saying that you'll be expected to provide competent advice to clients on a range of financial planning matters within appropriate times frames whilst ensuring everything is documented in full. That said, you will have full technical support to help you along the way and give you the space needed to provide exemplary levels of client care. Whilst you will be furnished with leads from across the business it is also imperative that you take the initiative to grow your client bank by way of business development and networking opportunities. Skills/Experience Highly competent Financial Planner with proven experience of working within a similar stand-alone role Ability to forge strong and long lasting relationships Fully conversant with regulatory requirements to ensure through compliance at all times 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.