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

CVI Infrared Optics is an exceptional employer that fosters a collaborative and innovative work culture, where your contributions directly enhance product quality and operational efficiency. With a strong focus on employee growth, we offer opportunities for continuous improvement and professional development in a dynamic manufacturing environment. Located in a region known for its advanced technology sector, you will be part of a team that values expertise and creativity, ensuring that every day brings meaningful challenges and rewarding experiences.

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Contact Details:

IDEX Recruitment Team