Accounting & Finance

Financial Planner

IDEX Consulting

Glasgow · Glasgow City · United Kingdom

Overview

You join a growing personal wealth team focused on delivering strong client outcomes. In this role you will onboard and serve new clients while supporting distribution through webinars and seminars for large employers. You will work collaboratively with a cross-functional team, applying your interpersonal skills and technical knowledge to design financial strategies. This position offers progression within a values-driven, client-centric culture that emphasizes integrity and ongoing learning.

Pay / Benefits
  • flexible working patterns
Responsibilities
  • Uphold client-centric values in daily work
  • Support distribution activities by delivering and attending webinars/seminars for large employers
  • Onboard and serve new clients
  • Share knowledge to contribute to team and business growth
  • Contact clients and arrange meetings (online, office, or at client premises)
  • Conduct in-depth assessments of clients' financial circumstances and goals
  • Complete investment risk analyses using risk attitude questionnaires
  • Research markets and inform clients about products/services
  • Analyze information to prepare plans tailored to client needs
  • Design financial strategies
  • Ensure regulatory compliance for advice, disclosures, and costs
  • Promote and recommend products/services to meet sales targets
  • Stay updated on financial products and legislation
  • Inform clients about new products or legislative changes affecting savings/investments
  • Review and adjust plans as clients’ needs evolve
Key requirements
  • Excellent interpersonal and communication skills
  • High levels of technical knowledge
  • Strong networking and client-facing capabilities
  • Confidence presenting to large audiences
  • Client-centric approach and ability to grow and service client bases
  • Ability to work collaboratively in a team
  • Experience with financial product recommendations and services
  • Knowledge of regulatory requirements and disclosure costs
  • collaboration
  • communication
  • client-centric mindset
  • investment risk analysis
  • financial planning design
  • market research and product knowledge

Reference: WJ-747_31182348

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