Tech-Driven Financial Planner for High-Net-Worth Clients

IDEX Consulting Ltd; London; Hybrid; GBP 72,000 - 88,000; Full time

Job summary

A leading financial planning firm based in London is seeking experienced Financial Planners to deliver digital financial advice to high-net worth clients. The role promotes a collaborative and innovative culture while benefiting from agile working policies. Ideal candidates should possess mid-senior level experience in financial planning and be adept at leveraging technology for client engagement.

Qualifications

• Mid-senior level experience in financial planning.
• Ability to provide clear digital financial advice.

Responsibilities

• Provide digitally delivered, simple/clear financial advice with no admin.
• Engage with mass affluent/high-net worth clients leveraging technology.
• Collaborate with administration and paraplanning team for support.
• Contribute to a high-performing, collaborative, and innovative company culture.
• Benefit from agile and flexible working policies.

Job description

A leading financial planning firm based in London is seeking experienced Financial Planners to deliver digital financial advice to high-net worth clients. The role promotes a collaborative and innovative culture while benefiting from agile working policies. Ideal candidates should possess mid-senior level experience in financial planning and be adept at leveraging technology for client engagement.