A leading integrated Wealth Manager organisation are looking to add an experienced Financial Planner to their team in Surrey. They are looking for Chartered (or very close to) and this role really encompasses new business development and cultivating professional connections. You must embrace networking (both internally and externally) to foster long term, trusting relationships to ultimately allow your client to receive the best professional services and support possible. This role has a clear career pathway to Partner level which in turn will lead to exceptionally strong earning potential. A starting salary of up to circa £100,000 basic is on offer for this particular position but alongside that you get to work with extremely experienced and successful peers who will mentor you and help you develop your career to wherever you want it to reach. You will also enjoy full back office and paraplanning support so you can focus on the things you do best. If you want to work for one of the top names in the industry and begin a journey that could completely change your career then please apply or contact me for a confidential conversation.
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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.
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