Financial Planner

IDEX Consulting; London; On-site; GBP 100,000 - 125,000; Full time

Job summary

A forward-thinking financial planning firm in London seeks an experienced Financial Planner to engage with mass affluent/high-net worth clients. The role offers a collaborative environment, digital advice delivery, and significant career development opportunities. Candidates will receive a competitive salary plus bonus, and full administrative support, making this a remarkable opportunity to contribute to a growing team.

Benefits

Fantastic company culture

Incredible career development potential

Competitive salary + bonus

Quality lead pool provided

Full administration and paraplanning support

Qualifications

• Experienced in financial planning with mass affluent and high-net worth clients.
• Proficient in digital advice delivery through modern technology.
• Strong collaborative skills for small team environments.

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.

Job description

Overview

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.

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.