Chartered Financial Planner

Idex Consulting; London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading wealth planning firm in London is seeking an Entrepreneurial Planner to drive revenue and growth. This role includes managing a small initial client bank while actively seeking new business opportunities. Collaboration with a supportive planning team is essential, and ideal candidates will possess strong relationship management skills and an entrepreneurial spirit. This position offers the flexibility to contribute to the firm's growth in a modern work environment.

Qualifications

• Proven ability to generate growth and new business opportunities.
• Strong focus on building relationships with clients.
• Willingness to collaborate with the support team.

Responsibilities

• Generate revenue and implement growth ideas for the business.
• Manage an initial small client bank while seeking new opportunities.
• Mentor and develop the existing Planner team.
• Utilize existing introducer agreements to establish new relationships.

Skills

Entrepreneurial mindset

Relationship management

Client acquisition

Collaboration

Job description

Overview

We are working with a top tier Wealth Planning business, who provide an ultra-modern workplace to support virtual and face-to-face communications and offer agile and flexible working policies to allow our advisers and employees to find their own work life balance. They offer full paraplanners, PA and administrators support, who all working together to deliver an outstanding service to one another and clients. They offer a great home for advisers who feel held back by a staid work environment, static proposition, inflexible charging structure, lack of infrastructure or limited collaboration. They are keen for a quality adviser who share the companies values to join our team, and believe advisers should focus on relationship management and new client acquisition and the support ecosystem is designed to support this outcome. The business is looking for an entrepreneurial Planner who can bring both revenue and ideas for growth to the business. The successful candidate will be offered a small client bank initially but will be expected to seek new business opportunities. On top of this they also have professional introducer agreements in place and will always offer central support with the creation of new relationships. The role will work closely with the Head of Financial Planning and will involve some mentoring and developing of the existing Planner team.

Responsibilities

• Bring revenue and ideas for growth to the business.
• Be offered a small client bank initially but be expected to seek new business opportunities.
• Work closely with the Head of Financial Planning and mentor and develop the existing Planner team.
• Leverage professional introducer agreements and central support to create new relationships.

Qualifications / Requirements

• Entrepreneurial Planner with ability to generate growth and opportunities.
• Focus on relationship management and new client acquisition.
• Willingness to collaborate with paraplanners, PAs, administrators and the broader support ecosystem.