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Financial Planner

Job description

As an extremely experienced Financial Advisor do you think your skills lie more in developing and maintaining exceptional client relationships than developing new business?

Can you develop deep and trusted connections with intergenerational clients?

If the answers to the above is yes then perhaps this Financial Planner opportunity in Surrey could be of interest.

I have an opportunity where you will inherit a small but highly profitable client book of wealthy households. The main aspects of the position will be to take over the mantle of the outgoing Advisor who has worked closely with these clients for years. You will provide exceptional, knowledgeable and ethical support to individuals within these households across the full advice product range including investments, pensions, IHT and Tax and Trusts planning.

You must be able to demonstrate a number of years success providing regulated advice to high net-worth individuals. You must be able to understand and empathise with the delicacies of dealing with family wealth and understand the advice you give is not transactional.

You will be provided with the client bank and full admin, paraplanning and compliance support which allows you focus on what you do best. The role is hybrid with an expectancy to attend the office in Surrey one or two days per week.

If the above interests you and you match the requirements please contact me or apply.

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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.