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Senior Financial Planner Opportunity

2 months ago

Kent, United Kingdom IDEX Consulting Ltd Full time

Job Summary:

We are seeking an experienced Financial Advisor to join our team at IDEX Consulting Ltd in Kent. As a Financial Advisor, you will be responsible for providing high-quality financial planning services to our clients, including investment, pension, and estate planning advice.

About the Role:

  • Develop and maintain strong relationships with our high net worth clients, providing them with tailored financial advice and solutions.
  • Work closely with our experienced Financial Advisor to inherit an established book of clients and develop new business opportunities.
  • Utilize our cutting-edge technology and tools to enhance the client experience and streamline processes.

Requirements:

  • Proven experience as a Financial Planner, with a strong track record of high performance and client retention.
  • Technical product knowledge and experience in dealing with high net worth clients across the full product range.
  • Excellent communication and interpersonal skills, with a focus on delivering exceptional client service.
  • Ability to work independently and as part of a team, with a strong commitment to ethical and professional standards.

About IDEX Consulting Ltd:

IDEX Consulting Ltd is a leading Financial Planning business, recognized for our award-winning services and commitment to excellence. We offer a supportive and collaborative work environment, with full paraplanning, admin, and compliance support.

What We Offer:

  • A rare opportunity to join a dynamic and growing business, with a strong focus on client satisfaction and employee development.
  • A competitive salary and benefits package, with opportunities for career advancement and professional growth.
  • A chance to work with a talented team of professionals, dedicated to delivering exceptional results and exceeding client expectations.