An exceptional opportunity has arisen in London for a Senior Financial Planner to join a premier investment bank, primarily serving high-net-worth and UHNW clients.
Make sure to apply quickly in order to maximise your chances of being considered for an interview Read the complete job description below.
Based in modern offices in city, the Financial Planner will collaborate closely with the wealth management team, offering year-round guidance and services to both new and long-standing clients.
In this role, you will have regular, direct interactions with clients, playing a vital and collaborative role alongside the Wealth Managers.
You will frequently attend meetings with clients throughout the South East region.
Having placed the Head of Office into the business, they have highlighted the enjoyment of being part of this dynamic, outgoing team.
The role offers regular and direct communication with the CEO and Regional Partners, supported by strong administrative networks to ensure seamless and diligent client service.
This client-focused position has no new business targets.
The ideal candidate will possess strong technical abilities and be able to communicate complex financial concepts clearly and transparently to clients, ensuring an understandable and high-quality service. Please apply or contact me confidentially on or 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
Wealth Planner in Vauxhall 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.
