Financial Planner

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

Job summary

A financial planning firm in London seeks an experienced Financial Planner to engage with high-net-worth clients and provide digitally delivered advice. The role emphasizes cutting-edge technology and collaboration within a small team, offering competitive salary and career development opportunities. Interested candidates should inquire for more details via email.

Benefits

Fantastic company culture

Incredible career development potential

Competitive salary + bonus

Quality lead pool provided

Full administration and paraplanning support

Qualifications

• Experience as a Financial Planner with a focus on high-net-worth clients.
• Strong technology skills for digitally delivered advice.
• Excellent communication and collaboration skills.

Responsibilities

• Engage with mass affluent/high-net-worth clients.
• Provide digitally delivered, simple and clear advice.
• Utilize cutting-edge technology and behavioral finance research.
• Collaborate with a small team to enhance client experience.

Skills

Client engagement

Digital advice delivery

Technology utilization

Collaboration

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 clients and employees.

Key Responsibilities

• Engage with mass affluent/high-net worth clients.
• Provide digitally delivered, simple and clear advice.
• Utilize cutting-edge technology and behavioural finance research.
• Collaborate with a small team to enhance client experience.

Offering

• Fantastic company culture; a fun, exciting and collaborative working environment.
• Incredible career development potential - huge opportunities.
• 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.