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  • Salary: £60000 - £100000 per annum + Benefits package + bonus
  • Location: London
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    10 Sep 2019
  • Job reference: ST0001

The company

An award winning, forward thinking wealth management firm based in the centre of London. They are a chartered firm with a clear strategy for growth, who have real ambitions to take someone on a journey of growth with them. An opportunity has arisen for a Financial Planner to join this truly independent firm who work with high net worth individuals in London. You will be joining a firm who have a bank of clients to offer their new joiner, along with provisions to allow the new joiner to build their own bank off the back of that.

Your new role

  • Your new job working as a Financial Planner is an all-encompassing role, where you will be required to build relationships with an existing client base and then build on the existing book bringing in new business
  • This role is an outstanding opportunity for a driven and ambitious individual, who enjoys working with high net worth clients

What you'll need to succeed

  • Your previous experience working as a Financial Planner, managing relationships and a portfolio of clients, will contribute to your success in securing this role
  • You will have proven previous experience in managing clients, retaining relationships and developing new business
  • You will be either chartered or working towards chartered status

What you'll get in return

You'll be offered a competitive salary of up to £60,000 - £100,000, plus a competitive bonus structure and a comprehensive benefits package. You will have the backing of a well established firm with a strong market reputation and a clear strategy for growth. This is combined with with a vast amount of professional connections, an established bank of client and a real drive to make the successful candidate a key part of the business over the coming years.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. 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. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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