Senior Financial Planner

2 weeks ago


Nottingham, Nottingham, United Kingdom IDEX Consulting Full time

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


  • Nottingham, Nottingham, United Kingdom Progeny Full time

    Job Title: Senior Financial PlannerWe are seeking a highly skilled and experienced Senior Financial Planner to join our team at Progeny. As a Senior Financial Planner, you will be responsible for providing expert financial planning advice to our clients, helping them to achieve their financial goals and objectives.Key Responsibilities:Provide comprehensive...


  • Nottingham, Nottingham, United Kingdom Progeny Full time

    Job Title: Senior Financial PlannerWe are seeking a highly skilled and experienced Senior Financial Planner to join our team at Progeny. As a Senior Financial Planner, you will be responsible for providing expert financial planning advice to our clients, helping them to achieve their financial goals and objectives.Key Responsibilities:Provide comprehensive...


  • Nottingham, Nottingham, United Kingdom IDEX Consulting Full time

    Senior Financial Planner OpportunityWe 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...


  • Nottingham, Nottingham, United Kingdom IDEX Consulting Full time

    Senior Financial Planner OpportunityWe 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...


  • Nottingham, Nottingham, United Kingdom IDEX Consulting Full time

    Senior Financial Planner OpportunityWe are seeking a highly skilled Senior Financial Planner to join our team at IDEX Consulting in Nottingham.This role will involve working with high net worth and ultra-high net worth clients, providing exceptional service and meeting their complex financial needs.You will be responsible for regular review meetings and...


  • Nottingham, Nottingham, United Kingdom IDEX Consulting Full time

    Senior Financial Planner OpportunityWe 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...


  • Nottingham, Nottingham, United Kingdom IDEX Consulting Full time

    Senior Financial Planner OpportunityWe are seeking a highly skilled Senior Financial Planner to join our team at IDEX Consulting in Nottingham.This role will involve working with high net worth and ultra-high net worth clients, providing exceptional service and meeting their complex financial needs.You will be responsible for regular review meetings and...


  • Nottingham, Nottingham, United Kingdom IDEX Consulting Full time

    Senior Financial Planner OpportunityWe are seeking a highly skilled Senior Financial Planner to join our team at IDEX Consulting in Nottingham.This role will involve working with high net worth and ultra-high net worth clients, providing exceptional service and meeting their complex financial needs.You will be responsible for regular review meetings and...


  • Nottingham, Nottingham, United Kingdom IDEX Consulting Full time

    Senior Financial Planner OpportunityWe 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...


  • Nottingham, Nottingham, United Kingdom IDEX Consulting Full time

    Senior Financial Planner OpportunityWe are seeking a highly skilled Senior Financial Planner to join our team at IDEX Consulting in Nottingham.This role will involve working with high net worth and ultra-high net worth clients, providing exceptional service and meeting their complex financial needs.You will be responsible for regular review meetings and...


  • Nottingham, Nottingham, United Kingdom IDEX Consulting Full time

    Senior Financial Planner OpportunityWe 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...


  • Nottingham, Nottingham, United Kingdom IDEX Consulting Full time

    Senior Financial Planner OpportunityWe 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...

  • Financial Planner

    1 month ago


    Nottingham, Nottingham, United Kingdom Quilter Financial Planning Full time

    About the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis.Key ResponsibilitiesDevelop and implement financial plans to meet clients' goals and...

  • Financial Planner

    1 month ago


    Nottingham, Nottingham, United Kingdom Quilter Financial Planning Full time

    About the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis.Key ResponsibilitiesDevelop and implement financial plans to meet clients' goals and...


  • Nottingham, Nottingham, United Kingdom The Progeny Group Full time

    Senior Financial Planner OpportunityWe are seeking a highly skilled and experienced Senior Financial Planner to join our Wealth department in Nottingham, UK.As a Senior Financial Planner, you will be responsible for providing exceptional client service, ensuring compliance with regulatory requirements, and providing leadership and guidance to the Technical...


  • Nottingham, Nottingham, United Kingdom Progeny Full time

    Job Title: Senior Financial PlannerAbout the Role:We are seeking a highly skilled Senior Financial Planner to join our team in Nottingham. As a Senior Financial Planner, you will be responsible for providing exceptional client service, ensuring compliance with regulatory requirements, and providing leadership and guidance to the Technical and Administration...


  • Nottingham, Nottingham, United Kingdom IDEX Consulting Full time

    Senior Financial Planner OpportunityWe 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 that require exceptional service.The successful candidate will be responsible for delivering high-quality...


  • Nottingham, Nottingham, United Kingdom IDEX Consulting Full time

    Senior Financial Planner OpportunityWe 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 that require exceptional service.The successful candidate will be responsible for delivering high-quality...


  • Nottingham, Nottingham, United Kingdom IDEX Consulting Full time

    Senior Financial Planner OpportunityWe 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 that require exceptional service.The successful candidate will be responsible for delivering high-quality...


  • Nottingham, Nottingham, United Kingdom IDEX Consulting Full time

    Senior Financial Planner OpportunityWe 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 that require exceptional service.The successful candidate will be responsible for delivering high-quality...