IDEX Consulting are working on behalf of a growing national wealth management Firm, to lead the search for an experienced Financial Planner to join their growing team in Woking. Our client is committed to providing innovative and impartial independent financial advice to individuals, businesses, employees, trusts, charities and company directors across the UK, with over £3BN of AUM and strong aspirations to continue growing. Due to retirement, we're searching for an experienced Financial Planner to take control of an existing client portfolio, with a focus on providing holistic financial advice across pensions, investments and protection, whilst proactively seeking out the opportunity for new business. This opportunity would be ideally suited to an individual with strong experience of working with high net worth (HNW) clients on complex cases such as inheritance tax and estate planning and VCTs. The opportunity is well supported with an administration and paraplanning team. What we're searching for:
Why apply?
Apply in confidence or contact James Salmon at IDEX Consulting for additional information.
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