My client is seeking an experienced Chartered Financial Planner to join their fast paced and growing business.
With clients available, and a direct lead source, the ideal IFA would cover clients within London. The successful IFA will need to be technically strong and used to HNW and complex cases.
You will act as a Brand Ambassador but with no direct line management.
The role is completely hybrid but offices can be utilised in Borehamwood or West Wickham.
What's on offer:
- Salary: c.£100k + open to discussion
- Generous bonus scheme following salary validation
- Potential inclusion within equity share of the business
- Existing AUM transferred to the business will be well rewarded
- Full back office support including Paraplanner, Admin support and a Client liaison (PA) will allow you to truly focus on existing clients and growing the customer base
If you are an experienced Chartered IFA and are keen to explore the role further, please apply more details.
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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.