Job description
My client is currently seeking an experienced Senior Financial Planner to join their team and provide expert advice to a well-established client bank of High Net Worth individuals. This portfolio consists of long-standing, loyal clients who value their trusted approach. The role has arisen due to the retirement of a senior planner, presenting an excellent opportunity for an ambitious professional to step into a key position.
Key Responsibilities
- Deliver comprehensive financial planning and wealth management advice to a client bank of up to £50m in assets
- Maintain and strengthen relationships with existing clients, ensuring exceptional service and tailored solutions
- Take a proactive approach to prospecting and engaging potential clients in line with the Apogee business plan
- Communicate complex financial solutions clearly and effectively, ensuring clients fully understand the benefits
- Continue to develop and forge strong relationships with clients, maintaining them to the highest standard over time
- Stay abreast of market trends, regulatory changes, and best practices to provide informed, compliant advice
- Collaborate with internal teams to ensure seamless client experience and adherence to compliance standards
Requirements
- Proven experience as a Senior Financial Planner or similar role, advising High Net Worth individuals
- Strong technical knowledge of investments, pensions, tax planning, and estate planning
- Exceptional communication skills, with the ability to simplify complex concepts for clients
- Excellent interpersonal skills and a track record of building long-term client relationships
- Relevant qualifications (e.g., Level 4 Diploma in Financial Planning or Chartered status preferred)
- A proactive, responsible approach to business development and client acquisition
Why Join?
- Opportunity to manage a prestigious client bank with significant assets
- Supportive environment with a focus on professional growth and development
- Competitive remuneration and benefits package
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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.
