Financial Planner opportunity with a top tier Wealth Management and Financial Planning practice.

As one of the largest UK Wealth Managers and Professional Services groups my client offers depth, breadth and financial resource to develop an outstanding career path supporting a financial planner with professional development and exposure to wealthy high quality clients.


Benefits of joining:
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 high rewarding career pathway.


Responsibilities:
Support new and existing client relationships and maintain and develop existing client relationships
Work in partnership with investment management and business advisory teams to develop cross company growth opportunities.


Qualifications and skills required:
Diploma Level 4 or equivalent, ideally working towards or at level 6.
Ability to work collaboratively to nurture companywide working partnerships.
Maintain a good level of industry knowledge and focus towards holistic financial planning.

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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.