Hybrid Chartered Financial Advisor for HNW Clients

IDEX Consulting Ltd; Greater London; Hybrid; GBP 75,000 - 85,000; Full time

Job summary

A respected financial advisory firm in London is seeking an experienced Financial Planner. This role offers a salary of up to £85,000 plus bonuses and benefits, along with a hybrid working model. The successful candidate will provide comprehensive financial advice to high net worth clients and will inherit an established portfolio, benefiting from substantial back office support. Ideal candidates will have a proven track record in business development and a strong ethical approach to client relationships.

Benefits

High earning potential

Full paraplanning and administration support

Flexible working

Qualifications

• Proven experience as a Chartered Financial Advisor with long-term success.
• Demonstrable skills in developing a professional connection network.
• Excellent ethical standards and consultative approach.

Responsibilities

• Provide high net worth clients with comprehensive financial advice.
• Utilize back office support for effective client management.
• Develop strong referral networks with professionals like accountants and solicitors.

Skills

New business development

Client generation

Networking with professionals

Education

Chartered Financial Advisor or equivalent

Job description

A respected financial advisory firm in London is seeking an experienced Financial Planner. This role offers a salary of up to £85,000 plus bonuses and benefits, along with a hybrid working model. The successful candidate will provide comprehensive financial advice to high net worth clients and will inherit an established portfolio, benefiting from substantial back office support. Ideal candidates will have a proven track record in business development and a strong ethical approach to client relationships.