Financial Advisor

I\’m currently partnering with a leading wealth management firm who require a Financial Planner to join their team in London. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this last year. With a client bank supplied, this individual needs to have experience managing high net‑worth clients, and have a successful history of being able to deliver a high quality service, providing holistic financial advice.

Requirements

• Minimum Diploma-qualified / Chartered desired
• Experience of giving regulated advice and with CAS / SPS
• Be able to demonstrate strong client service skills
• Need to be passionate, proactive, and be able to self‑motivate

Perks

• 30 days annual leave plus bank holidays
• Discretionary bonus
• Flexible and hybrid working – London
• Private medical insurance
• Health‑care cash plan
• Study support to develop and progress

If this role sounds like it could be for you, and you would like some more information please send your CV to david.elders@idexconsulting.com

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