Chartered Financial Planner | Growth & Relationships Lead

Idex Consulting; Greater London; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A top tier Wealth Planning firm in Greater London is seeking an entrepreneurial Planner to join their team. The successful candidate will focus on relationship management and client acquisition, with the support of a dedicated team and structure designed for growth. Initial client bank provided, but new business opportunities must be pursued. The role includes mentoring existing Planners and working closely with the Head of Financial Planning, all within a flexible and inclusive work environment.

Benefits

Agile and flexible working policies

Professional introduction agreements

Supportive team structure

Qualifications

• Experience in financial planning and advisory roles.
• Ability to seek out new business opportunities.
• Skilled in mentoring and developing team members.

Responsibilities

• Work closely with the Head of Financial Planning.
• Mentor and develop the existing Planner team.
• Build and maintain relationships with clients.

Skills

Relationship management

Client acquisition

Entrepreneurial mindset

Job description

A top tier Wealth Planning firm in Greater London is seeking an entrepreneurial Planner to join their team. The successful candidate will focus on relationship management and client acquisition, with the support of a dedicated team and structure designed for growth. Initial client bank provided, but new business opportunities must be pursued. The role includes mentoring existing Planners and working closely with the Head of Financial Planning, all within a flexible and inclusive work environment.