Senior Financial Planner
2 weeks ago
Senior Financial Planner Opportunity
IDEX 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 the client group, primarily through building a network of professionals and providing a service that exceeds client expectations.
Key Responsibilities:
- Regular review meetings with clients and their families
- Proactive contact with clients and other professionals who advise them
- Collaboration with a team of technicians and administrators to support client and advice-related cases
Requirements:
- No requirement to bring existing clients
- Ability to build a network of professionals and provide exceptional service
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