Back to jobs

Senior Chartered Financial Planner

Job description

Am industry accredited Financial Planning business is seeking a Senior Financial Planner to join their growing team in Nottingham.

This Financial Planner opportunity will offer exposure to HNW/UHNW clients with complex financial needs that require exceptional level of service.

This will be met through regular review meetings and proactive contact with clients, their families and the other professionals who advise them.

To support your success there will be a team of highly capable technicians and administrators operating in back office for client and advice related cases.

You will play a significant role in steadily growing their client group, primarily through building a network of professionals around you and providing a service which exceeds the expectations of clients.

No requirement to bring existing clients.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 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.

Our Diversity, Equity and Inclusion Mission

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.