Accessibility Links

Chartered Financial Planner

  • Salary: £60000.00 - £80000.00 per annum + Benefits
  • Location: Central London
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    27 Jun 2017
  • Job reference: 2023
Chartered Financial Planner - London
Salary up £80,000 plus benefits

A financial services powerhouse that provides true financial planning and investment management is looking to appoint a Chartered Financial Planner. By working closely with clients provided by the firms professional connections, referrals and new business introductions you will ensure the best financial plan has been produced based on the clients long term needs. With full technical, compliance and paraplanning support the Chartered Financial Planner will be tasked with developing relationships internally and nurturing existing connections and delivering fee-based business.

The mandate will suit a polished, competent and articulate Adviser that has the desire to be part of an ambitious, branded business who have strong ethical values. Applicants must understand the fee-based advice process and demonstrate a background of working with wealthy private clients.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.
Our clients include: