Wealth Planning Lead | Associate Director, Path to Partner

IDEX Consulting Ltd; England; On-site; GBP 85,000 - 100,000; Full time

Job summary

A leading integrated Wealth Manager organization is seeking an experienced Financial Planner to join their team in Surrey. The ideal candidate should be Chartered or close to qualification, focusing on business development and building lasting professional relationships. This role offers a clear career progression to Partner level with strong earning potential, starting at up to £100,000. Mentorship and full back-office support are provided, ensuring a fulfilling career path in a prestigious firm.

Qualifications

• Experience as a Financial Planner in a wealth management capacity.
• Proven track record in new business development.
• Ability to cultivate long-term client relationships.

Responsibilities

• Develop new business opportunities and professional connections.
• Foster trusting relationships with clients for optimal service.
• Work towards reaching Partner level within the organization.

Skills

Networking

Business Development

Relationship Building

Education

Chartered Financial Planner certification or equivalent

Job description

A leading integrated Wealth Manager organization is seeking an experienced Financial Planner to join their team in Surrey. The ideal candidate should be Chartered or close to qualification, focusing on business development and building lasting professional relationships. This role offers a clear career progression to Partner level with strong earning potential, starting at up to £100,000. Mentorship and full back-office support are provided, ensuring a fulfilling career path in a prestigious firm.