Senior Financial Planner

2 months ago


Leicester, Leicester, United Kingdom IDEX Consulting Full time

Senior Financial Planner Opportunity

We are seeking an experienced Senior Financial Planner to join our team at IDEX Consulting, a growing directly authorised business. As a Senior Financial Planner, you will be responsible for servicing and developing top-end clients and professional relationships.

Our clients are comprised of high net worth individuals, business owners, and professional connections. Due to a recent acquisition and internal promotion, we are now looking for a seasoned Financial Advisor to offer comprehensive financial planning services to our high-quality clients.

To be successful in this role, you must be comfortable communicating with high net worth individuals and business owners. Our full administrative and technical back-office support is in place to enable you to focus on building relationships and providing expert advice.

The Package:

  • £65,000 - £85,000
  • Flexible home and office working
  • Full benefits package
  • Access to leading training and development
  • Competitive bonus scheme

We strive for an inclusive company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.



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