Financial Planner
4 days ago
Due to expansion, they're searching for a client-facing Adviser to work collaboratively with the Investment Management and Marketing teams; with the aim of providing a bespoke and holistic financial planning service to new and existing clients across the business. Attending events, being active in local communities and pitching the wealth proposition to net new clients and within professional connections will also form part of the role.
This is an exceptional opportunity to join a stable and well-invested practice, with lasting heritage and a fantastic, highly innovative, tech-driven proposition.
The role would appeal to an individual seeking to join a highly supportive, collaborative and client-first leader, with the ability to leverage excellent HNW/UHNW relationships internally.
The business offer a fantastic total reward package, including a competitive base salary, incentive scheme, Pension, PMI and uncapped earning potential.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
**Our Diversity, Equity and Inclusion Mission**
At IDEX, we strive for an inclusion-first 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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