Senior Wealth Planner for HNW Clients | Hybrid London

IDEX Consulting; Greater London; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading wealth management firm in London is seeking a Financial Planner to join their team. This role involves managing high net-worth clients, delivering high-quality service, and providing holistic financial advice. Candidates should be diploma-qualified or chartered, possess experience in providing regulated advice, and demonstrate strong client service skills. The company offers an attractive benefits package, including 30 days leave, a discretionary bonus, and flexible working arrangements.

Benefits

30 days annual leave plus bank holidays

Discretionary bonus

Flexible and hybrid working

Private medical insurance

Health-care cash plan

Study support

Qualifications

• Minimum Diploma-qualified / Chartered desired.
• Experience of giving regulated advice and with CAS / SPS.
• Demonstrable strong client service skills.

Responsibilities

• Manage high net-worth clients.
• Deliver high quality service.
• Provide holistic financial advice.

Skills

Client service skills

Holistic financial advice

Passionate and proactive attitude

Education

Diploma or Chartered qualification

Job description

A leading wealth management firm in London is seeking a Financial Planner to join their team. This role involves managing high net-worth clients, delivering high-quality service, and providing holistic financial advice. Candidates should be diploma-qualified or chartered, possess experience in providing regulated advice, and demonstrate strong client service skills. The company offers an attractive benefits package, including 30 days leave, a discretionary bonus, and flexible working arrangements.