Financial Planner

Recruiter
IDEX Consulting Ltd
Location
Milton Keynes
Posted
18 Apr 2019
Closes
21 May 2019
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

A chartered financial planning firm are looking to hire an employed IFA to join their business based in Milton Keynes. This is an opportunity for a determined and proactive individual willing to embrace company culture and being involved in all areas of work.


This would suit an individual who seeks progression as part of a team and embraces the prospect to be involved in a growing company where they can personally make a difference.


Key responsibilities
The day to day workload will involve meeting and dealing with clients, carrying out research and writing client reports. Aspects of research and report-writing can in due course be delegated to support staff. The role requires you to work in collaboration with an existing team and dealing with individual clients from differing backgrounds and with a range of portfolio sizes.

  • Holistic long-term financial planning
  • Investment advice
  • Pensions and pension benefits
  • Taxation
  • Trusts and inheritance tax

There is also the opportunity for the successful candidate to contribute to the client wealth management function, which involves research and selection of funds and asset allocation in relation to bespoke discretionary client portfolios, centrally managed portfolios and investments on an advised basis.


Qualifications
As a minimum, a Financial Planner must hold the CII Diploma in Financial Planning, or equivalent Level 4 Financial Planning qualification.


There would be an expectation that the successful candidate would pursue chartered status with the support structure provided by the company.


Other necessary skills

  • Excellent verbal and written communication skills
  • Ability to work as part of a team in the delivery of the client service
  • Good IT skills, particularly Office suite
  • Experience across all areas of advice including complex pensions and investments work
  • Able to use software packages such as Excel/Word/Outlook

A comprehensive package on offer for the Financial Planner starting at £40,000-£50,000+ depending on experience as well as a generous benefits package.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still 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.

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