Financial Planner

2 weeks ago

London Area, United Kingdom IDEX Consulting Ltd Full time

Financial Planner

London

£80,000 plus bonus and benefits


I have an incredible opportunity in London for an experienced Financial Planner.


This ultra-modern, bespoke, technology led Financial Planning company is looking for high calibre, experienced Financial Planners to engage with their mass affluent/high-net worth client base.


Offering top end, tech led, fully digitalised advice - this company truly encapsulates next generation financial planning using cutting edge behavioural finance research and lifestyle modelling software.

With the security of a large corporate and the excitement and activity of working within a smaller team they are privately owned and run in a way to benefit both their client and employees.


Would this be of any interest to you?

  • Ultra-modern, fully digitised, market leading, 21stc - next gen technology
  • Hybrid role - agile and flexible working policies
  • Being part of something different - new - innovative and exciting
  • This role is not 'the norm' - incredible opportunity


Offering:

  • Fantastic company culture; a fun, exciting and collaborative working environment
  • Incredible career development potential - huge opportunities
  • Digitally delivered, simple/clear advice - NO ADMIN AND NO NEEDLESS FILING. Giving you more time to advise your clients
  • Competitive salary + bonus and corporate package
  • Quality lead pool provided, 15-20 leads provided pcm
  • Full administration and technical paraplanning support


This is an significant opportunity to work somewhere that you can really add value, be given a voice and be heard - Would you be interested in being a part of a company that is looking to build a business that works for the world?


If so, please email me in the first instance for further information.

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