Financial Planning Professional

7 days ago


Kent, United Kingdom IDEX Consulting Ltd Full time £65,000

Financial Planning Opportunity in Kent

**About the Role**

We are seeking an experienced Financial Planner to join our team in Kent. As a Financial Planning Professional, you will work closely with a senior Financial Advisor to manage a large portfolio of high net worth private clients.

**Key Responsibilities**

* Provide high-quality financial planning services to clients across the full product range, including investments, pensions, and estate planning
* Develop and maintain strong relationships with clients to drive business growth and retention
* Collaborate with the senior Financial Advisor to identify new business opportunities and enhance earnings
* Utilize technical product knowledge to deliver exceptional client service and experience

**What We Offer**

* Work for an award-winning Financial Planning business with full paraplanning, admin, and compliance support
* Opportunity to develop new business and enhance earnings in a high-performing team
* Collaborative and dynamic work environment with experienced professionals

**Requirements**

* Experienced Financial Planner with a proven track record of high performance and client retention
* Strong technical product knowledge and experience working with high net worth clients
* Excellent communication and interpersonal skills

**If You're Interested**

Please contact us for a discreet and informal chat about the opportunity.



  • Kent, United Kingdom IDEX Consulting Ltd Full time £65,000

    Financial Planning Opportunity in Kent **About the Role** We are seeking an experienced Financial Planner to join our team in Kent. As a Financial Planning Professional, you will work closely with a senior Financial Advisor to manage a large portfolio of high net worth private clients. **Key Responsibilities** * Provide high-quality financial planning...


  • Kent, United Kingdom IDEX Consulting Ltd Full time £65,000

    Financial Planning Opportunity in Kent **About the Role** We are seeking an experienced Financial Planner to join our team in Kent. As a Financial Planning Professional, you will work closely with a senior Financial Advisor to manage a large portfolio of high net worth private clients. **Key Responsibilities** * Provide high-quality financial planning...


  • Kent, United Kingdom IDEX CONSULTING LTD Full time

    Job Title: Financial AdvisorAbout the Role:We are seeking an experienced Financial Planning professional to join our team at IDEX CONSULTING LTD. As a Financial Advisor, you will play a crucial role in providing expert financial guidance to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Develop and maintain strong...


  • Kent, United Kingdom IDEX CONSULTING LTD Full time

    Job Title: Financial AdvisorAbout the Role:We are seeking an experienced Financial Planning professional to join our team at IDEX CONSULTING LTD. As a Financial Advisor, you will play a crucial role in providing expert financial guidance to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Develop and maintain strong...


  • Kent, United Kingdom IDEX Consulting Ltd Full time £65,000

    About the RoleWe are seeking an experienced Financial Planning Professional to join our team at IDEX Consulting Ltd. As a Financial Services Specialist, you will be responsible for providing expert financial advice to high net worth clients in the Kent area.Key Responsibilities:Develop and maintain strong relationships with existing clients, providing...


  • Kent, United Kingdom IDEX Consulting Ltd Full time £65,000

    About the RoleWe are seeking an experienced Financial Planning Professional to join our team at IDEX Consulting Ltd. As a Financial Services Specialist, you will be responsible for providing expert financial advice to high net worth clients in the Kent area.Key Responsibilities:Develop and maintain strong relationships with existing clients, providing...


  • Kent, United Kingdom IDEX Consulting Ltd Full time £65,000

    Financial Planning Opportunity in Kent **About the Role** We are seeking an experienced Financial Planner to join our team in Kent. As a Financial Advisor, you will work closely with a senior Financial Advisor to manage a large portfolio of high net worth private clients. **Key Responsibilities** * Manage a portfolio of high net worth clients across the...


  • Kent, United Kingdom IDEX Consulting Ltd Full time £65,000

    Financial Planning Opportunity in Kent **About the Role** We are seeking an experienced Financial Planner to join our team in Kent. As a Financial Advisor, you will work closely with a senior Financial Advisor to manage a large portfolio of high net worth private clients. **Key Responsibilities** * Manage a portfolio of high net worth clients across the...


  • Kent, United Kingdom IDEX Consulting Ltd Full time £65,000

    Job DescriptionFinancial Advisor RoleWe are seeking a highly skilled and experienced Financial Advisor to join our team at IDEX Consulting Ltd. As a key member of our organization, you will be responsible for providing exceptional financial planning and advisory services to our clients.About the RoleWork closely with an experienced Financial Advisor to...


  • Kent, United Kingdom IDEX Consulting Ltd Full time £65,000

    Financial Planning Opportunity in Kent **About the Role** We are seeking an experienced Financial Planner to join our team in Kent. As a Financial Advisor, you will work closely with a senior Financial Advisor to manage a high-income portfolio of private clients. **Key Responsibilities** * Manage a portfolio of high net worth clients across the full...


  • Kent, United Kingdom IDEX Consulting Ltd Full time £65,000

    Financial Planning Opportunity in Kent **About the Role** We are seeking an experienced Financial Planner to join our team in Kent. As a Financial Advisor, you will work closely with a senior Financial Advisor to manage a high-income portfolio of private clients. **Key Responsibilities** * Manage a portfolio of high net worth clients across the full...


  • Kent, United Kingdom IDEX Consulting Ltd Full time

    Job Opportunity**About the Role**We are seeking a highly skilled and experienced Financial Advisor to join our team at IDEX Consulting Ltd. As a Financial Advisor, you will play a crucial role in providing expert financial planning and investment advice to our clients.**Key Responsibilities**Develop and maintain strong relationships with high net worth...


  • Kent, United Kingdom IDEX Consulting Ltd Full time £65,000

    Job DescriptionCompany OverviewIDEX Consulting Ltd is a leading provider of financial planning services, dedicated to helping high net worth individuals achieve their financial goals.Job SummaryWe are seeking an experienced Financial Advisor to join our team in Kent. As a Financial Advisor, you will work closely with our senior team members to provide expert...


  • Kent, United Kingdom IDEX Consulting Ltd Full time £65,000

    Job DescriptionCompany OverviewIDEX Consulting Ltd is a leading provider of financial planning services, dedicated to helping high net worth individuals achieve their financial goals.Job SummaryWe are seeking an experienced Financial Advisor to join our team in Kent. As a Financial Advisor, you will work closely with our senior team members to provide expert...


  • Kent, United Kingdom IDEX Consulting Ltd Full time £65,000

    Financial Planning Opportunity in Kent **About the Role** We are seeking an experienced Financial Planner to join our team in Kent. As a Financial Advisor, you will work closely with a senior Financial Advisor to manage a high-income portfolio of private clients. **Key Responsibilities** * Manage a portfolio of high net worth clients across the full...


  • Kent, United Kingdom IDEX Consulting Ltd Full time £65,000

    Financial Planning Opportunity in Kent **About the Role** We are seeking an experienced Financial Planner to join our team in Kent. As a Financial Advisor, you will work closely with a senior Financial Advisor to manage a high-income portfolio of private clients. **Key Responsibilities** * Manage a portfolio of high net worth clients across the full...


  • Kent, United Kingdom IDEX Consulting Ltd Full time £65,000

    Financial Planning Opportunity in Kent **About the Role** We are seeking an experienced Financial Planner to join our team in Kent. As a Financial Advisor, you will work closely with a senior Financial Advisor to manage a high-income portfolio of private clients. **Key Responsibilities** * Manage a portfolio of high net worth clients across the full...


  • Kent, United Kingdom IDEX Consulting Ltd Full time £65,000

    Financial Planning Opportunity in Kent **About the Role** We are seeking an experienced Financial Planner to join our team in Kent. As a Financial Advisor, you will work closely with a senior Financial Advisor to manage a high-income portfolio of private clients. **Key Responsibilities** * Manage a portfolio of high net worth clients across the full...


  • Kent, United Kingdom Nigel James Associates Ltd Full time

    Nigel James Associates Ltd is proud to partner with a renowned financial planning firm, recognized for its exceptional market standing. We are assisting them in securing a Senior Financial Planner position within their financial planning team. As a seasoned Financial Planning professional, you will excel at generating business through both internal networks...


  • Kent, United Kingdom Nigel James Associates Ltd Full time

    Nigel James Associates Ltd is proud to partner with a renowned financial planning firm, recognized for its exceptional market standing. We are assisting them in securing a Senior Financial Planner position within their financial planning team. As a seasoned Financial Planning professional, you will excel at generating business through both internal networks...