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Experienced Financial Planner with Industry Accreditation
2 months ago
**About the Role**
IDEX Consulting, a leading industry accredited Financial Planning business, is seeking a highly skilled Senior Financial Planner to join their growing team in the UK.
This Financial Planner opportunity will offer exposure to high net worth (HNW) and ultra-high net worth (UHNW) clients with complex financial needs that require an exceptional level of service.
The successful candidate will be responsible for providing regular review meetings and proactive contact with clients, their families, and other professionals who advise them.
To support their success, the team will provide a highly capable support system, including technicians and administrators operating in the back office for client and advice-related cases.
The Senior Financial Planner 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.
No requirement to bring existing clients.
**Key Responsibilities**
- Provide exceptional financial planning services to HNW and UHNW clients
- Develop and maintain strong relationships with clients and their families
- Collaborate with other professionals to deliver comprehensive financial solutions
- Contribute to the growth of the client group through professional networking and exceptional service delivery
**What We Offer**
IDEX Consulting is committed to creating an inclusive and equitable work environment. We strive for a culture where everyone is treated fairly and can bring their authentic selves to work.
We recognize the importance of diverse representation at every level of our business and are committed to driving conscious inclusion across our organization.
