Financial Advisor
I'm currently partnering with a leading wealth management firm who require a Financial Planner to join their team in London. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this last year.With a client bank supplied, this individual needs to have experience managing high net-worth clients, and have a successful history of being able to deliver a high quality service, providing holistic financial advice.Requirements: Minimum Diploma-qualified / Chartered desiredExperience of giving regulated advice and with CAS / SPSBe able to demonstrate strong client service skillsNeed to be passionate, proactive, and be able to self-motivate Perks: 30 days annual leave plus bank holidaysDiscretionary bonusFlexible and hybrid working - LondonPrivate medical insuranceHealth-care cash planStudy support to develop and progress If this role sounds like it could be for you, and you would like some more information please send your CV to Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. 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.
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