Client-Focused Financial Planner | Hybrid Role (Manchester)

IDEX Consulting; Manchester; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A financial consultancy in Manchester is seeking an experienced Financial Planner to develop trusted relationships with clients. Responsibilities include managing client meetings, ensuring tailored advice for financial objectives, and executing business plans. Ideal candidates should possess strong analytical and communication skills, along with a proven ability to serve clients effectively. The role offers a competitive salary and a hybrid working model, aimed at fostering growth within a supportive environment.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Proven ability to manage both new and existing clients on a fee basis.
• Strong communication skills to convey complex advice clearly and effectively.
• Experience in analysing client information for suitable financial recommendations.
• Knowledge of holistic financial planning strategies and solutions.
• Ability to work effectively under pressure and handle multiple priorities.

Responsibilities

• Build and develop trusted client relationships to minimize attrition.
• Structure and lead client meetings professionally with up-to-date advice.
• Ensure clients receive the right advice for their financial goals.
• Support client needs and execute business plans in line with targets.

Skills

Client relationship management

Communication skills

Analytical skills

Customer service ethos

Risk management understanding

Job description

A financial consultancy in Manchester is seeking an experienced Financial Planner to develop trusted relationships with clients. Responsibilities include managing client meetings, ensuring tailored advice for financial objectives, and executing business plans. Ideal candidates should possess strong analytical and communication skills, along with a proven ability to serve clients effectively. The role offers a competitive salary and a hybrid working model, aimed at fostering growth within a supportive environment.