Financial Advisor

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

Job summary

A leading wealth management firm in London is seeking a Financial Planner to join their team. This role involves managing high net-worth clients, delivering high-quality service, and providing holistic financial advice. Candidates should be diploma-qualified or chartered, possess experience in providing regulated advice, and demonstrate strong client service skills. The company offers an attractive benefits package, including 30 days leave, a discretionary bonus, and flexible working arrangements.

Benefits

30 days annual leave plus bank holidays

Discretionary bonus

Flexible and hybrid working

Private medical insurance

Health-care cash plan

Study support

Qualifications

• Minimum Diploma-qualified / Chartered desired.
• Experience of giving regulated advice and with CAS / SPS.
• Demonstrable strong client service skills.

Responsibilities

• Manage high net-worth clients.
• Deliver high quality service.
• Provide holistic financial advice.

Skills

Client service skills

Holistic financial advice

Passionate and proactive attitude

Education

Diploma or Chartered qualification

Job description

Job description

I’m currently partnering with a leading wealth management firm who require a Financial Planner to join their team in London. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this last year.

With a client bank supplied, this individual needs to have experience managing high net‑worth clients, and have a successful history of being able to deliver a high quality service, providing holistic financial advice.

Requirements

• Minimum Diploma‑qualified / Chartered desired
• Experience of giving regulated advice and with CAS / SPS
• Be able to demonstrate strong client service skills
• Need to be passionate, proactive, and be able to self‑motivate

Perks

• 30 days annual leave plus bank holidays
• Discretionary bonus
• Flexible and hybrid working – London
• Private medical insurance
• Health‑care cash plan
• Study support to develop and progress

If this role sounds like it could be for you, and you would like some more information please send your CV to