- Responsible for identifying and engaging suitable clients, in part through developing a network of connections leading to client recruitment. Setting client expectations in line with the Financial Planning model.
- Proactively provide on-going advice to clients (both self-sourced and those provided by internal and external Business Partnering) at regular agreed intervals, taking account of changes in their personal circumstances and the regulatory and legislative environment
- Working in a team with the para-planners and professional support staff, ensure client instructions are executed in a timely manner and follow process standards
- On an on-going basis identify and develop new opportunities with existing clients to ensure that the client's portfolio fits with their requirements and optimises their investment and to identify any client referrals
- Work alongside the Financial Education Team when required to achieve best client outcomes
- Proactively engage with professional introducers and support them following guidance
- Liaise with other professionals who support clients in the management of their affairs
- Responsible for remaining competent and up to-date on legislation as an adviser through qualifications, attendance at conferences and training
- Maintain all aspects of CPD/IDD requirement.
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Communications Technician
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IFA - Perth - Idex
Description
This well known firm are looking for a Financial Planner to join their growing team. This individual will identify and provide financial planning advice to clients and maintain profitable long terms relationships with those clients in order to achieve their goals and aspirations.
The ideal candidate will work in the Perth area with the ability to travel.
Key Accountabilities Include
You will inherit a really good client bank and have excellent referals and introducers to work with.
Excellent salary, benefits and bonus
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
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.
