Financial Planner

An acquisitive financial planning business with ambitious growth plans.

The firm is looking to appoint a Financial Planner to service an existing portfolio of clients based around London, North London and Hertfordshire and take on new referrals. Clients are considered to be HNW with continued growth on portfolios, the Financial Planner will be comfortable in positioning fees and providing a first class services.

• Existing client portfolio
• Professional introducers for new business
• Full technical and administration support

Applicants will be Level 4 qualified, articulate and have the ability to work comfortably with wealthy private clients and investors. Comfortable with travelling around Hertfordshire and London you will be highly organised and technically astute.

• Bonus structure based on validation
• Pension arrangement
• DIS
• Business expenses
• Share scheme
• Funding for further qualifications

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.