Overview
A national Wealth Management business is looking to hire a Chartered Financial Planner to their existing, long-standing team.
Due to continued increase in AUM and succession planning, high net worth (HNW) clients are available to inherit, helping you hit the ground running and quickly settle into the team.
Responsibilities
* Provide in-depth knowledge of Financial Planning and client advice, including complex and higher risk areas (e.g., EIS/VCT/Business Relief/IHT/Trusts).
* Proactively develop new client relationships and maintain relationships with professional introducers; attend network events as appropriate.
* Collaborate with an established Investment Management team; work with full paraplanning and administrative support.
Requirements
* Chartered Financial Planner qualification (or equivalent).
* Extensive knowledge of Financial Planning and complex/high-risk advice areas mentioned above.
* Proactive, with demonstrated ability to build and maintain professional relationships.
Office has collaborative approach and full paraplanning/administrative support.
Note: Visit the IDEX Consulting Ltd website for further opportunities. 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.
Diversity, Equity and Inclusion
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.
#J-18808-Ljbffr