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Financial Planning Specialist
2 months ago
About our client
An expanding financial services firm, IDEX Consulting Ltd, has an opportunity for a Financial Planner to offer high-quality, client-centric financial planning advice with a focus on lifestyle and goals-based planning. This trusted firm provides independent and holistic planning across financial and tax planning to high net worth individuals and business owners.
Role Description
Deliver exceptional client-focused financial planning to new and long-standing clients. Be an integral part of the team contributing to the ongoing growth and success of the firm.
Requirements
Be a client-focused Financial Planner/Financial Adviser. Ideally, Level 6 or progression towards. Demonstrate an appreciation for cash flow and goals-focused financial planning.
Our Company Culture
IDEX Consulting Ltd strives for an inclusive company culture where everyone is treated fairly and can bring their authentic selves to work. We recognize and acknowledge that diverse representation at every level of our business requires continuous effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
