Chartered Financial Planner

IDEX Consulting Ltd
Leeds, UK
27 Jul 2019
01 Aug 2019
Contract Type
Full Time
My client is a HNW practice in Leeds city centre and they are currently looking for a Senior IFA to join their team. The successful candidate will be responsible for providing independent financial planning advice to high net worth clients which will be provided.

The role
  • Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises
  • Conducting in-depth reviews of clients' financial circumstances, current provision and future aims
  • Analysing information and preparing plans best suited to individual clients' requirements
  • Completing risk analyses
  • Working with our technical team to research the marketplace and provide clients with information on new and existing products and services
  • Designing financial strategies
  • Assisting clients to make informed decisions
  • Reviewing and responding to clients changing needs and financial circumstances
  • Liaising with financial services providers
  • Networking with other professionals, such as solicitors and accountants to develop mutually beneficial business relationships and client referrals
  • Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments

The candidate
  • Level 4 qualified and ideally chartered
  • Have detailed knowledge of the FCA and financial services industry
  • Excellent communication, interpersonal and listening skills
  • The capability to explain complex information simply and clearly
  • The ability to network and establish relationships with clients
  • Research and analytical skills
  • Negotiation and influencing skills as well as determination and tenacity
  • A target-driven mindset
  • A flexible approach to work
  • Competent Adviser
  • Experience of Voyant

Visit the IDEX Consulting Ltd website for further opportunities. 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.

Similar jobs

Similar jobs