Senior Financial Planner

IDEX Consulting Ltd; Greater London; On-site; GBP 100,000 - 200,000; Full time

Job summary

A Senior Financial Planner in London is sought to join a premier Investment Bank, serving high-net-worth and UHNW clients. Based in modern offices in the city, the planner will work with the Wealth Management team to provide year-round guidance and services.

You will interact directly with clients, participate in meetings across the South East region, and collaborate with CEOs and Regional Partners, supported by strong administrative networks to ensure seamless service and diligence.

Qualifications

• Strong technical abilities and ability to communicate complex financial concepts clearly to clients.

Responsibilities

• Direct interactions with clients, playing a vital and collaborative role alongside Wealth Managers.
• Attend meetings with clients throughout the South East region.
• Collaborate with Wealth Management team to provide year-round guidance and high-quality service.

Job description

£100,000 - £200,000 basic salary + annual bonus

An exceptional opportunity has arisen in London for a Senior Financial Planner to join a premier Investment Bank, primarily serving high-net-worth and UHNW clients.

Based in modern offices in city, the Financial Planner will collaborate closely with the Wealth Management team, offering year-round guidance and services to both new and long-standing clients.

In this role, you will have regular, direct interactions with clients, playing a vital and collaborative role alongside the Wealth Managers. You will frequently attend meetings with clients throughout the South East region.

Having placed the Head of Office into the business, they have highlighted the enjoyment of being part of this dynamic, outgoing team. The role offers regular and direct communication with the CEO and Regional Partners, supported by strong administrative networks to ensure seamless and diligent client service.

This client-focused position has no new business targets. The ideal candidate will possess strong technical abilities and be able to communicate complex financial concepts clearly and transparently to clients, ensuring an understandable and high-quality service.