Senior Financial Planner

6 days ago


Nottingham, Nottingham, United Kingdom IDEX Consulting Full time

Job Title: Financial Senior Associate

About IDEX Consulting: A leading industry accredited Financial Planning business is seeking a Senior Financial Planner to join their growing team.

Job Summary: This Financial Planner opportunity will offer exposure to high net worth and ultra high net worth clients with complex financial needs that require an exceptional level of service.

Key Responsibilities:

  • Provide regular review meetings and proactive contact with clients, their families, and other professionals who advise them.
  • Work closely with a team of highly capable technicians and administrators operating in back office for client and advice related cases.
  • Play a significant role in steadily growing the client group, primarily through building a network of professionals around you and providing a service that exceeds client expectations.

Requirements: No requirement to bring existing clients.



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