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Financial planner

London
Idex Consulting
Financial planner
Posted: 10 June
Offer description

Job Description

Financial Planner

London - hybrid

£80,000 plus bonus and benefits


I have an incredible opportunity in London for an experienced Financial Planner.


This ultra-modern, bespoke, technology led Financial Planning company is looking for high calibre, experienced Financial Planners to engage with their mass affluent/high-net worth client base.


Offering top end, tech led, fully digitalised advice - this company truly encapsulates next generation financial planning using cutting edge behavioural finance research and lifestyle modelling software.

With the security of a large corporate and the excitement and activity of working within a smaller team they are privately owned and run in a way to benefit both their client and employees.


Would this be of any interest to you?

* Ultra-modern, fully digitised, market leading, 21stc - next gen technology
* Hybrid role - agile and flexible working policies
* Being part of something different - new - innovative and exciting
* This role is not 'the norm' - incredible opportunity


Offering:

* Fantastic company culture; a fun, exciting and collaborative working environment
* Incredible career development potential - huge opportunities
* Digitally delivered, simple/clear advice - NO ADMIN AND NO NEEDLESS FILING. Giving you more time to advise your clients
* Competitive salary + bonus and benefits package
* Quality lead pool provided, 15-20 leads provided pcm
* Full administration and paraplanning support


This is an significant opportunity to work somewhere that you can really add value, be given a voice and be heard - Would you be interested in being a part of a company that is looking to build a business that works for the world?


If so, please email me in the first instance for further information.

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