Financial Planner

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

My client is in the heart of Manchester city centre and they are looking for an experienced Financial Planner to join their team and build and develop trusted relationships with current and potential clients.

The Role

• Build new client relationships and maintain and develop existing ones through effective ongoing service to help minimise attrition and to deliver new instructions and referrals as a result of satisfied clients
• Structure and lead client meetings in a professional manner, ensuring all information and advice provided is up to date, technically accurate and meets clients' needs
• Ensure clients have the right advice to achieve their financial objectives while considering the impact of factors such as retirement planning, inheritance and tax efficiency for individual clients
• Look after and support client needs
• Execute the annual Business Plan in line with agreed individual targets

About you

• Proven ability to deal with new and existing clients on a fee basis
• Ability to understand and communicate advice practices and processes clearly and effectively
• Ability to analyse client information and highlight requirements to make suitable recommendations
• Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies and solutions
• A strong ethic of client and customer service
• Ability to work under pressure and prioritise work
• Excellent communication skills, both written and verbal
• Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business

Benefits

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependent)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

For more information please contact Graeme Hyland on 07896 933622 or email [e-mail].

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion‑first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.