Financial Advisor

IDEX Consulting Ltd; Greater London; Hybrid; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Hybrid working

Leading technology in advisory

Career development opportunities

Paraplanning support

Lead pool provided

Job summary

IDEX Consulting Ltd in London is seeking an experienced Financial Planner to join a tech-led, digitised advisory business delivering modern, behavioural finance based planning.

This hybrid role offers flexible working, a supportive team, a strong client base of mass affluent to high-net-worth, and a pathway for significant career development with admin and paraplanning support.

Job description

I have an incredible opportunity in London for an experienced Financial Planner.

This ultra-modern, bespoke, technology led Financial Planning company is looking for high calibre, experienced Financial Planners to engage with their mass affluent/high-net worth client base.

Offering top end, tech led, fully digitalised advice - this company truly encapsulates next generation financial planning using cutting edge behavioural finance research and lifestyle modelling software.

With the security of a large corporate and the excitement and activity of working within a smaller team they are privately owned and run in a way to benefit both their client and employees.

Would this be of any interest to you?

• Ultra-modern, fully digitised, market leading, 21stc - next gen technology
• Hybrid role - agile and flexible working policies
• Being part of something different - new - innovative and exciting
• This role is not 'the norm' - incredible opportunity
• Fantastic company culture; a fun, exciting and collaborative working environment
• Incredible career development potential - huge opportunities
• Digitally delivered, simple/clear advice - . Giving you more time to advise your clients
• Competitive salary + bonus and corp package
• Quality lead pool provided, 15-20 leads provided pcm
• Full administration and paraplanning support

This is an significant opportunity to work somewhere that you can really add value, be given a voice and be heard - Would you be interested in being a part of a company that is looking to build a business that works for the world?