£55k - £70k basic salary (DOE) + bonuses
Clients to inherit
IDEX Consulting are working in partnership with a highly regarded financial advisory business who require a Financial Planner to join their busy team.
The business is well known for having a strong emphasis on tailored advice rather than off-the-shelf solutions and has seen organic FUM growth through a truly client first service.
With acquisitions in the pipeline and continued growth of FUM via organic growth, an opportunity has arisen to join the business and inherit a sizeable client book of highly affluent/HNW clients that drives consistent revenue.
You will benefit from a Paraplanning and admin team that has demonstrated longevity within the business.
The successful applicant will have achieved their Level 4 Diploma. Studying towards or having achieved Chartered status is advantageous but not a necessity.
It is important that the right candidate demonstrates empathy and a collaborative mindset when working with clients and colleagues within the business.
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Financial Planner employer: IDEX Consulting Ltd
As a Product Governance Manager at our Lloyd’s Syndicate in London, you will thrive in a dynamic and supportive work environment that prioritises employee growth and development. We offer a flexible four-day work week, fostering a healthy work-life balance while providing opportunities to engage with senior leadership and make impactful contributions to our governance framework. Join us to be part of a collaborative culture that values innovation and excellence in delivering customer outcomes.
