Senior Financial Planner
3 weeks ago
We are seeking a highly skilled Senior Financial Planner to join our team at IDEX Consulting in Nottingham.
This role will provide exposure to high net worth and ultra-high net worth clients with complex financial needs, requiring an exceptional level of service.
The successful candidate will be responsible for regular review meetings and proactive contact with clients, their families, and other professionals who advise them.
Our team of skilled technicians and administrators will provide support to ensure your success in this role.
You will play a key role in growing our client group, primarily through building a network of professionals and providing a service that exceeds client expectations.
No requirement to bring existing clients.
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Senior Financial Planner
3 weeks ago
Nottingham, Nottingham, United Kingdom Progeny Full timeJob Title: Senior Financial PlannerWe are seeking a highly skilled and experienced Senior Financial Planner to join our team at Progeny. As a Senior Financial Planner, you will be responsible for providing expert financial planning advice to our clients, helping them to achieve their financial goals and objectives.Key Responsibilities:Provide comprehensive...
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Senior Financial Planner
3 weeks ago
Nottingham, Nottingham, United Kingdom Progeny Full timeJob Title: Senior Financial PlannerWe are seeking a highly skilled and experienced Senior Financial Planner to join our team at Progeny. As a Senior Financial Planner, you will be responsible for providing expert financial planning advice to our clients, helping them to achieve their financial goals and objectives.Key Responsibilities:Provide comprehensive...
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Senior Financial Planner
4 weeks ago
Nottingham, Nottingham, United Kingdom IDEX Consulting Full timeSenior Financial Planner OpportunityWe are seeking a highly skilled Senior Financial Planner to join our team at IDEX Consulting in Nottingham.This role will involve working with high net worth and ultra-high net worth clients, providing exceptional service and meeting their complex financial needs.You will be responsible for regular review meetings and...
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Senior Financial Planner
1 month ago
Nottingham, Nottingham, United Kingdom IDEX Consulting Full timeSenior Financial Planner OpportunityWe are seeking a highly skilled Senior Financial Planner to join our team at IDEX Consulting in Nottingham.This role will provide exposure to high net worth and ultra-high net worth clients with complex financial needs, requiring an exceptional level of service.The successful candidate will be responsible for regular...
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Senior Financial Planner
1 month ago
Nottingham, Nottingham, United Kingdom IDEX Consulting Full timeSenior Financial Planner OpportunityWe are seeking a highly skilled Senior Financial Planner to join our team at IDEX Consulting in Nottingham.This role will involve working with high net worth and ultra-high net worth clients, providing exceptional service and meeting their complex financial needs.You will be responsible for regular review meetings and...
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Senior Financial Planner
4 weeks ago
Nottingham, Nottingham, United Kingdom IDEX Consulting Full timeSenior Financial Planner OpportunityWe are seeking a highly skilled Senior Financial Planner to join our team at IDEX Consulting in Nottingham.This role will involve working with high net worth and ultra-high net worth clients, providing exceptional service and meeting their complex financial needs.You will be responsible for regular review meetings and...
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Senior Financial Planner
1 month ago
Nottingham, Nottingham, United Kingdom IDEX Consulting Full timeSenior Financial Planner OpportunityWe are seeking a highly skilled Senior Financial Planner to join our team at IDEX Consulting in Nottingham.This role will provide exposure to high net worth and ultra-high net worth clients with complex financial needs, requiring an exceptional level of service.The successful candidate will be responsible for regular...
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Senior Financial Planner
1 month ago
Nottingham, Nottingham, United Kingdom IDEX Consulting Full timeSenior Financial Planner OpportunityWe are seeking a highly skilled Senior Financial Planner to join our team at IDEX Consulting in Nottingham.This role will involve working with high net worth and ultra-high net worth clients, providing exceptional service and meeting their complex financial needs.You will be responsible for regular review meetings and...
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Senior Financial Planner
3 weeks ago
Nottingham, Nottingham, United Kingdom IDEX Consulting Full timeSenior Financial Planner OpportunityWe are seeking a highly skilled Senior Financial Planner to join our team at IDEX Consulting in Nottingham.This role will provide exposure to high net worth and ultra-high net worth clients with complex financial needs, requiring an exceptional level of service.The successful candidate will be responsible for regular...
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Senior Financial Planner
3 weeks ago
Nottingham, Nottingham, United Kingdom IDEX Consulting Full timeSenior Financial Planner OpportunityWe are seeking a highly skilled Senior Financial Planner to join our team at IDEX Consulting in Nottingham.This role will provide exposure to high net worth and ultra-high net worth clients with complex financial needs, requiring an exceptional level of service.The successful candidate will be responsible for regular...
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Financial Planner
1 month ago
Nottingham, Nottingham, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis.Key ResponsibilitiesDevelop and implement financial plans to meet clients' goals and...
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Financial Planner
1 month ago
Nottingham, Nottingham, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis.Key ResponsibilitiesDevelop and implement financial plans to meet clients' goals and...
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Senior Financial Planner
2 weeks ago
Nottingham, Nottingham, United Kingdom The Progeny Group Full timeSenior Financial Planner OpportunityWe are seeking a highly skilled and experienced Senior Financial Planner to join our Wealth department in Nottingham, UK.As a Senior Financial Planner, you will be responsible for providing exceptional client service, ensuring compliance with regulatory requirements, and providing leadership and guidance to the Technical...
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Senior Financial Planner
2 weeks ago
Nottingham, Nottingham, United Kingdom IDEX Consulting Full timeSenior Financial Planner OpportunityIDEX Consulting is seeking a Senior Financial Planner to join their growing team in Nottingham.This role will offer exposure to high net worth and ultra high net worth clients with complex financial needs that require an exceptional level of service.The successful candidate will play a significant role in steadily growing...
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Senior Financial Planner
2 weeks ago
Nottingham, Nottingham, United Kingdom Progeny Full timeJob Title: Senior Financial PlannerAbout the Role:We are seeking a highly skilled Senior Financial Planner to join our team in Nottingham. As a Senior Financial Planner, you will be responsible for providing exceptional client service, ensuring compliance with regulatory requirements, and providing leadership and guidance to the Technical and Administration...
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Senior Financial Planner
1 month ago
Nottingham, Nottingham, United Kingdom IDEX Consulting Full timeSenior Financial Planner OpportunityWe are seeking a highly skilled Senior Financial Planner to join our team at IDEX Consulting in Nottingham.This role will provide exposure to high net worth and ultra-high net worth clients with complex financial needs that require exceptional service.The successful candidate will be responsible for delivering high-quality...
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Senior Financial Planner
1 month ago
Nottingham, Nottingham, United Kingdom IDEX Consulting Full timeSenior Financial Planner OpportunityWe are seeking a highly skilled Senior Financial Planner to join our team at IDEX Consulting in Nottingham.This role will provide exposure to high net worth and ultra-high net worth clients with complex financial needs that require exceptional service.The successful candidate will be responsible for delivering high-quality...
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Senior Financial Planner
3 weeks ago
Nottingham, Nottingham, United Kingdom IDEX Consulting Full timeSenior Financial Planner OpportunityWe are seeking a highly skilled Senior Financial Planner to join our team at IDEX Consulting in Nottingham.This role will provide exposure to high net worth and ultra-high net worth clients with complex financial needs that require exceptional service.The successful candidate will be responsible for delivering high-quality...
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Senior Financial Planner
3 weeks ago
Nottingham, Nottingham, United Kingdom IDEX Consulting Full timeSenior Financial Planner OpportunityWe are seeking a highly skilled Senior Financial Planner to join our team at IDEX Consulting in Nottingham.This role will provide exposure to high net worth and ultra-high net worth clients with complex financial needs that require exceptional service.The successful candidate will be responsible for delivering high-quality...
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Senior Financial Planner
2 months ago
Nottingham, Nottingham, United Kingdom IDEX Consulting Full timeJob Opportunity at IDEX ConsultingWe are seeking a highly skilled Senior Financial Planner to join our team in Nottingham. As a Senior Financial Planner, you will play a significant role in growing our client group by building a network of professionals and providing exceptional service to our clients.Key Responsibilities:Provide financial planning services...