Back to jobs

Senior Financial Planner

Job description

My client is seeking an experienced Senior Financial Planner to join their growing team.

You will become the trusted Adviser for a group of HNW/UHNW clients with complex financial needs, who expect an 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.

You will be working with a team of Technicians and Administrators who will support you in providing this service. You will play a significant role in steadily growing our client group, primarily through building a network of professionals around you and providing a service which exceeds the expectations of clients.

The business regularly receives referrals through existing clients and the focus is client service therefore, whilst beneficial, a predominant business development background is not essential.

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.