Financial Planner

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

Job summary

A leading financial planning firm based in London is seeking experienced Financial Planners to deliver digital financial advice to high-net worth clients. The role promotes a collaborative and innovative culture while benefiting from agile working policies. Ideal candidates should possess mid-senior level experience in financial planning and be adept at leveraging technology for client engagement.

Qualifications

• Mid-senior level experience in financial planning.
• Ability to provide clear digital financial advice.

Responsibilities

• Provide digitally delivered, simple/clear financial advice with no admin.
• Engage with mass affluent/high-net worth clients leveraging technology.
• Collaborate with administration and paraplanning team for support.
• Contribute to a high-performing, collaborative, and innovative company culture.
• Benefit from agile and flexible working policies.

Job description

Base pay range

£80,000 plus bonus and benefits

Overview

This London-based, ultra-modern, technology-led Financial Planning company is looking for high-calibre, experienced Financial Planners to engage with their mass affluent/high-net worth client base. They offer top-end, tech-led, fully digitalised advice and use cutting-edge behavioural finance research and lifestyle modelling software. The company is privately owned and combines the security of a large corporate with the energy of a smaller team.

Location: London

Responsibilities

• Provide digitally delivered, simple/clear financial advice with no admin and no needless filing, freeing time to advise clients
• Engage with mass affluent/high-net worth clients leveraging next-generation technology and sophisticated modelling tools
• Collaborate with a full administration and paraplanning team to support the advisory process
• Contribute to a high-performing, collaborative, and innovative company culture
• Benefit from agile and flexible working policies in a hybrid role

Qualifications

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

Additional information: Referrals increase your chances of interviewing at IDEX Consulting Ltd.