Senior Financial Planner

3 weeks ago


Nottingham, Nottingham, United Kingdom IDEX Consulting Full time
Senior Financial Planner Opportunity

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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