Senior Wealth Planner for HNW Clients | Hybrid London
IDEX Consulting
Greater London
Hybrid
GBP 50.000 - 70.000
Vollzeit
Vor 7 Tagen
Sei unter den ersten Bewerbenden
Zusammenfassung
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.
Leistungen
30 days annual leave plus bank holidays
Discretionary bonus
Flexible and hybrid working
Private medical insurance
Health-care cash plan
Study support
Qualifikationen
Minimum Diploma-qualified / Chartered desired.
Experience of giving regulated advice and with CAS / SPS.
Demonstrable strong client service skills.
Aufgaben
Manage high net-worth clients.
Deliver high quality service.
Provide holistic financial advice.
Kenntnisse
Client service skills
Holistic financial advice
Passionate and proactive attitude
Ausbildung
Diploma or Chartered qualification
Jobbeschreibung
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.
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