Senior Financial Planning Professional

3 days ago


Nottingham, Nottingham, United Kingdom IDEX Consulting Full time
Job Summary

We are seeking a Senior Financial Planner to join our team in Nottingham. This role offers the opportunity to work with high net worth clients, develop relationships, and provide exceptional financial planning services.

About the Role

This is a senior-level position within our Financial Planning business. As a Senior Financial Planner, you will be responsible for managing a portfolio of high net worth clients, providing proactive advice and guidance to meet their complex financial needs.

Key Responsibilities
  • Client Relationship Management: Build and maintain strong relationships with HNW/UHNW clients, understanding their unique financial situations and developing tailored solutions.
  • Regular Review Meetings: Conduct regular review meetings with clients to assess their progress, adjust strategies as needed, and ensure alignment with their goals.
  • Team Collaboration: Work closely with a team of technicians and administrators to ensure seamless back-office support, allowing you to focus on client-facing activities.
Salary and Benefits

The estimated salary for this role is £55,000 - £65,000 per annum, depending on experience. In addition to a competitive salary, we offer a range of benefits, including:

  • Pension Scheme
  • Health Insurance
  • Professional Development Opportunities
Requirements

To succeed in this role, you will need:

  • Relevant qualifications in finance or a related field
  • Proven experience in financial planning, preferably in a similar industry accredited business
  • Strong communication and interpersonal skills, with the ability to build trust with HNW/UHNW clients
Why Join Us?

IDEX Consulting is a reputable Financial Planning business with a strong reputation in the industry. We offer a supportive and collaborative work environment, with opportunities for professional growth and development. If you are passionate about delivering exceptional financial planning services and building long-term relationships with clients, we encourage you to apply.



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