Financial Planner

My client has an immediate vacancy for a Financial Planner in Liverpool, (ideally Chartered), to take over an established book of existing clients and qualified new business opportunities.

• You will work in conjunction with a designated support team to produce advice reports to business and regulatory standards and implement solutions agreed with clients
• You will work to agreed budgets and working practices as confirmed by the business and the direct reporting lines, helping our commitment to achieve growth via generating new business
• A framework to work to, ensuring that high standards of client care are met by demonstrating competence in all stages of the advisory process, operating at all times in a manner which benefits a certified Person and complying with the FCA's Statements of Principles and the firm's documented performance measures/standards and compliance plan
• An environment that will allow and expect you to demonstrate a commitment to Treating Customers Fairly and deliver good customer outcomes
• A framework to ensure maintenance of competence by constantly reviewing own training needs and, in conjunction with your Supervisor, addressing those needs in an appropriate and timely manner evidenced by an up to date Statement of Professional Standing (SPS)
• Processes to help you deliver ongoing services in a timely manner as determined by the business to a number of existing clients who pay regular fees to receive a designated level of service

• Attained and current Statement of Professional Standing (SPS) from CII
• A good level of relevant industry experience
• Excellent interpersonal and communication skills
• Comprehensive industry and technical knowledge
• Able to work in a structured, efficient manner, using support staff where necessary

• Qualified to Chartered Status with CII
• Pension Transfer Specialist qualified
• Knowledge of Intelliflo

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.