Senior Financial Planner
4 days ago
Job Opportunity at IDEX Consulting
We 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 to high net worth and ultra-high net worth clients with complex financial needs.
- Develop and implement financial plans that meet the needs of our clients.
- Build and maintain relationships with clients, their families, and other professionals who advise them.
- Work closely with our team of technicians and administrators to support the delivery of our services.
- Contribute to the growth and development of our business by identifying new opportunities and developing strategies to achieve our goals.
Requirements:
- Industry accreditation in financial planning.
- Exceptional communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Strong analytical and problem-solving skills.
- Knowledge of financial planning software and systems.
About IDEX Consulting
IDEX Consulting is a leading provider of financial planning services to high net worth and ultra-high net worth individuals. We are committed to delivering exceptional service and building long-term relationships with our clients.
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