Senior Financial Planner – Inherit & Grow Client Portfolio in Weybridge

Senior Financial Planner – Inherit & Grow Client Portfolio in Weybridge

Weybridge Full-Time On-site
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IDEX Consulting Ltd. is recruiting an experienced Financial Planner to join its Weybridge team and take over an existing client portfolio. You will deliver comprehensive financial planning, build long-term relationships and support smooth succession within a growing national firm.

The role offers a clear path to growth with a generous bonus structure and a hybrid working model, aligning with long-term career progression in wealth management.

Senior Financial Planner – Inherit & Grow Client Portfolio in Weybridge 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