Private Client Financial Planner

A Senior Director level Financial Planning position based in the heart of the city. Responsible for building relationships with both new and existing private clients giving holistic financial advice to a growing portfolio.
Lead flow for prospective clients will arise from a variety of sources including general marketing, events attendance, referrals, partnerships and professional relationships.

Responsibilities

• Understanding and reviewing clients' financial needs, attitude to risk, personal circumstances and current investments to propose suitable solutions and strategies to help meet their objectives
• This involves reviewing existing investment portfolios taking into account a client's investment aims, attitude to risk and personal circumstances including the tax situation.
• This will require meeting prospective clients to present our proposed solutions
• Regular reporting of changes within portfolios and performance to clients
• Attending review meetings with clients as required to maintain a suitable investment strategy appropriate for the client and his/her aims

Developing Business with New Clients

• To engage with and understand prospective clients needs
• To present and discuss the appropriate proposition to prospective clients and follow through individually tailored proposals, to reflect the proposition agreed with them

Maintaining relationships with existing clients

• To continually engage with existing clients deepening and developing relationships
• To regularly review existing clients circumstances to ensure suitable for their current circumstances
• To maintain adequate records of all ongoing and pertinent communications with clients

Other Responsibilities

• To make presentations on the proposition to relevant parties
• To work closely with relevant Assistants
• To work in a close and flexible team with all Financial Advisors, Clients, Assistants and Business Development colleagues

About You

Skills

• Relationship building skills in order to rapidly establish a high level of trust with the clients, both in terms of professional and personal competence and trustworthiness
• Questioning and listening skills which are focused and empathetic in order to understand fully and sense-check the prospective and existing clients' true understanding, views and feelings
• Verbal and presentational skills in order to clearly and passionately communicate the appropriate proposition and information to prospective and existing clients, in one to one, small and large group situations
• Planning and time management skills in order to most effectively allocate the time and resources to gain commitment from prospective clients, as well as to manage and develop the business from existing clients
• Team working combined with individual initiative, creativity and self-sufficiency in order to remain effective in the face of rapid change and a lean and efficient management and resource structure
• Personal development focus, taking responsibility for driving both personal and professional development in order to maximise effectiveness in this demanding role, and to grow with the role, and beyond

Qualifications

• The successful candidate should have either held the CF30 under the Approved Persons regime or be a Certified individual under SMCR regime
• Level 6 qualified
• Financial planning/wider wealth management knowledge desirable, but not essential
• This role is London based with regular time in the office required

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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.