Wealth Planner

IDEX Consulting Ltd; Greater London; On-site; GBP 60,000 - 90,000; Full time

Job summary

IDEX seeks a Senior Financial Planner in London to join a premier investment bank, serving high-net-worth and UHNW clients with year-round financial guidance. Based in modern offices, you will collaborate with the wealth management team and have direct client interactions to deliver high-quality service.

The role emphasizes clear communication of complex financial concepts, a strong client-service orientation, and close cooperation with Wealth Managers and Regional Partners, supported by strong

Qualifications

• Experience in financial planning for high-net-worth clients.
• Ability to explain complex financial concepts clearly to clients.

Responsibilities

• Provide tailored financial planning and guidance to HNW/UHNW clients.
• Attend client meetings and work closely with Wealth Managers and senior partners.
• Collaborate with administration to ensure seamless client service.

Job description

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.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.