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Chartered Financial Planner

3 months ago

London, Greater London, United Kingdom IDEX Consulting Ltd Full time
Financial Planner

Salary:
>£100k + bonus, benefits, full back office support

London


This is an exceptional opportunity in London for a high quality, experienced Chartered Financial Planner to work for an Chartered Independent Financial Planning practice with offices based in London.


This fantastic opportunity, to join an award-winning team of advisers, who's core values are built around building lasting client relations, truly listening and understanding; making a real difference to others for the better by offering fully holistic, intelligent wealth solutions.

Would this be of any interest to you?

  • Whole of market IFA - fully holistic - no restrictions.
  • Access to clients with a minimum of £1 million AUM
  • Market leading technology.
  • Agile and flexible working policies.
  • A company that invests in its employees - in their training and wellbeing.
  • Inclusive, collaborative working environment that aims to engage and encourage its employees.

Offering:

  • Highly sought-after financial package, salary plus benefits package.
  • Equity offering for any transferable clients.
  • Fabulous, quality HNW/UHNW leads provided - 20pcm.
  • Full marketing and BD support.
  • 1:1 Paraplanning and administration support.


If you are interested in being a part of a well established, independent financial advisory firm that helps individuals, companies and families enhance and secure their wealth then please apply or contact me in the first instance for further information.