Senior Wealth Management Professional

5 days ago


Cheltenham, Gloucestershire, United Kingdom IDEX Consulting Ltd Full time

Senior Financial Planning Role

IDEX Consulting Ltd is seeking a highly experienced Financial Planner to join their team in Cheltenham or Hereford. This is a fantastic opportunity for a motivated individual to work with high net-worth clients and deliver a high-quality service.

Responsibilities

  • Manage a portfolio of high net-worth clients.
  • Deliver exceptional client service and meet regulatory requirements.

Requirements

  • Level 4 Diploma qualification is essential.
  • Experience of giving regulated advice and ideally CAS / SPS.
  • Strong communication and interpersonal skills.

What We Offer

  • A competitive salary of £80,000, plus discretionary bonus.
  • 25 days annual leave + bank holidays.
  • Flexible working arrangements, with just 1 day/week at either office.
  • Ongoing training and development opportunities.


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