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Financial Planner

Job description

Financial Planner opportunity with an award-winning top tier integrated Wealth Management practice.

As one of the largest UK Wealth Managers and Professional Services firms they have the depth, breadth and financial resource to develop a market leading client proposition and support financial planner development and career growth.

Benefits of joining:
Be treated as an individual within a company who strives to deliver a friendly, inclusive and personal service to clients and employees.
Join a company with a track record of creating value for their clients, the company and wider society.
A top tier, forward-thinking and innovative business.
Enhance your career in a supportive environment with a defined and highly rewarding career pathway.

Build new client relationships and maintain and develop existing client relationships.
Manage existing client base.
Work in partnership with investment management and business advisory teams to develop cross group client relationships.

Qualifications and skills required:
Diploma (Dip PFS) or equivalent, ideally Chartered status.
Proven ability to deal with new and existing clients on a fee basis.
Ability to work collaboratively to nurture companywide working partnerships.
Develop and maintain technical and industry knowledge and an understanding of holistic financial planning strategies & solutions.

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.