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Chartered Financial Planner

2 months ago


London Area, United Kingdom IDEX Consulting Ltd Full time

Chartered Financial Planner

London

Up to £100k basic plus high additional bonus


IDEX are working with a top tier, award winning, Wealth Planning business, who provide an ultra-modern workplace to support virtual and face-to-face communications and offer agile and flexible working policies to allow our advisers and employees to find their own work life balance.


They offer full paraplanners, PA and administrators support, who all working together to deliver an outstanding service to one another and their clients.


They offer a great home for advisers who feel held back by a staid work environment, static proposition, inflexible charging structure, lack of infrastructure or limited collaboration.


They are keen for top quality, experienced and chartered advisers who share the companies values to join our team, and believe advisers should focus on relationship management and new client acquisition and the support ecosystem is designed to support this outcome.


We are looking for entrepreneurial advisers who can bring both revenue and ideas for growth to the business. You will inherit a book of clients but also be expected to grow the client portfolio through new business development and professional connections.


This is a superb opportunity to work for an award winning Financial Planning practice in London so please drop me a message if you are interested in a confidential conversation.