Senior Financial Planner - Partner Path & Mentorship

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

Job summary

A leading integrated Wealth Manager organization in Surrey is looking for an experienced Financial Planner. The role focuses on new business development and building professional connections. Chartered status is preferred, and a starting salary of up to £100,000 is on offer. Mentorship from successful peers and full back office support is included, making it a great opportunity to advance your career.

Qualifications

• Must embrace networking to foster long term relationships.
• Role leads to a clear career pathway to Partner level.
• Experience in financial planning is required.

Responsibilities

• Add value to the team in Surrey.
• Work with peers for mentorship.
• Provide the best services and support to clients.

Skills

New business development

Networking

Relationship building

Education

Chartered status (or close to)

Job description

A leading integrated Wealth Manager organization in Surrey is looking for an experienced Financial Planner. The role focuses on new business development and building professional connections. Chartered status is preferred, and a starting salary of up to £100,000 is on offer. Mentorship from successful peers and full back office support is included, making it a great opportunity to advance your career.