Financial Planner

IDEX Consulting Ltd; Greater London; Hybrid; GBP 72,000 - 88,000; Full time

Benefits offered by this job

Competitive salary

Bonus

Corporate benefits

Flexible working policies

Full administration support

Career development opportunities

Job summary

An ultra-modern financial planning company is seeking experienced Financial Planners to join their innovative team in London. This role offers a unique opportunity to engage with a high-net-worth clientele using cutting-edge technology and behavioral finance research. Enjoy a collaborative work environment that fosters career development and provides full administrative support, allowing you to focus on advising clients. With a competitive salary, bonus potential, and a culture that values your input, this position is perfect for those looking to make a real impact in the financial sector.

Qualifications

• Experience in financial planning with a focus on high-net-worth clients.
• Strong understanding of behavioral finance and lifestyle modelling.

Responsibilities

• Deliver digitized financial advice without administrative burdens.
• Engage with affluent clients and provide tailored financial solutions.

Skills

Financial Planning

Client Engagement

Behavioral Finance

Lifestyle Modelling

Education

Relevant Financial Qualifications

Tools

Digital Financial Planning Software

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?

Key Responsibilities

• Ultra-modern, fully digitised, market leading, 21st century 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 - NO ADMIN AND NO NEEDLESS FILING. Giving you more time to advise your clients
• Competitive salary + bonus and corporate package
• Quality lead pool provided, 15-20 leads provided per month
• Full administration and paraplanning support

This is a 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?

If so, please email me in the first instance for further information.

Job Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance

£80,000 plus bonus and benefits