Senior Financial Planner for UHNW Wealth Management

Senior Financial Planner for UHNW Wealth Management

Full-Time No working from home possible
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A Senior Financial Planner in London is sought to join a premier Investment Bank, serving high-net-worth and UHNW clients. Based in modern offices in the city, the planner will work with the Wealth Management team to provide year-round guidance and services.

You will interact directly with clients, participate in meetings across the South East region, and collaborate with CEOs and Regional Partners, supported by strong administrative networks to ensure seamless service and diligence.

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Senior Financial Planner for UHNW Wealth Management 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.

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Contact Details:

IDEX Consulting Ltd Recruitment Team