Hybrid Tech-Driven Financial Planner - Digital Advisory

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

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.