- Posted 21 January 2025
- Salary £60000 - £70000 per annum + Benefits + Bonus
- LocationLondon
- Job type Flexible / Work From Home
- DisciplineFinancial Services
- Expiry 01 May 2025
- Reference43041_1737462988
Consultant
Financial Planner
Job description
A high performing Financial Planning organisation are looking to bolster their team in central London with an important Financial Advisor hire.
This particular opportunity is quite unique for the following reasons:
- You will be working closely with an extremely experienced Financial Advisor who has a large/high income portfolio of high net worth private clients
- You will work in collaboration with this adviser to facilitate a hand over of a portion of the client book
- It's also a fantastic opportunity to develop new business, cultivate professional connections, and further enhance your earnings
What we are looking for in an applicant:
- Experienced financial planner who can demonstrate year on year high performance and retention of clients and new business development
- Technical product knowledge and experience of dealing with clients across the full product range including investments and pensions
- Someone happy spend time in the London office with fellow advisers and your admin and paraplanning support team
- The client experience is everything - you must be ethical, personable, knowledgeable and always focusing on the best client outcomes at all times
This is an opportunity not to be missed. Alongside all of the above you will also be working for an award winning Financial Planning business with full paraplanning, admin and compliance support which leaves you to do what you do best.
If this Financial Adviser role in London interests you please apply or contact me confidentially for a discreet and informal chat about the opportunity.
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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.