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 bank through referrals, networking, and professional connectionsWorking collaboratively with paraplanning and client support teamsSupporting a positive, client-focused culture across the wider businessAbout YouChartered/level 6 statusExperience in financial planning/adviceStrong track record of client relationship management and business developmentCommercially minded with a proactive and professional approachExcellent communication and interpersonal skillsComfortable working in a collaborative, technology-enabled environmentWhat's on OfferCompetitive salary up to circa 100,000 plus bonus structure up to 35% of salaryHybrid/flexible workingStrong support infrastructureCareer progression opportunities within a growing business including the opportunity to manage/mentor some of the existing advisors.
Positive and collaborative working culture Ideal for an ambitious adviser looking to join a forward-thinking firm with a strong long-term vision.
Visit the IDEX Consulting Ltd website for further opportunities.
Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies.
For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work.
We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. xohmjla
We are committed to driving conscious inclusion across our business and creating equitable pathways. Discipline(s): Financial ServicesJob type: Flexible / Work From Home
Chartered Financial Planner in Vauxhall employer: Idex Consulting
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