I'm working with an Award Winning, growing, modern financial planning firm looking to appoint an experienced Chartered Financial Planner to join its London-based team.
Find out exactly what skills, experience, and qualifications you will need to succeed in this role before applying below.
This is an opportunity to join a progressive business with a strong reputation for client service, collaborative culture, and ambitious growth plans.
The role would suit an adviser who enjoys building long-term client relationships, delivering holistic financial planning, and contributing to the continued growth of the business.The Role You'll be responsible for:Delivering high-quality financial planning advice to existing private HNW and UHNW clientsManaging and developing ongoing client relationships to facilitate a steady transition of clients across from existing directorsConducting annual reviews and presenting clear, engaging recommendationsGrowing your client
Chartered Financial Planner in Kennington employer: Idex Consulting
Join a prestigious law firm in London that offers a dynamic and collaborative work environment, where your contributions to high-profile equity capital markets deals will be valued. With a strong commitment to employee development, you will have access to ongoing training and mentorship opportunities, ensuring your professional growth in a fast-paced global setting. The firm's culture promotes teamwork and innovation, making it an excellent place for ambitious solicitors looking to make a meaningful impact in their careers.
