IDEX Consulting Ltd
39 Holloway Rd, London N7 8JP, UK
I'm working with an Award Winning, growing, modern financial planning firm looking to appoint an experienced Chartered Financial Planner to join its London-based team. This is an opportunity to join a progressive business with a strong reputation for client service, collaborative culture, and ambitious growth plans. The role would suit an adviser who enjoys building long-term client relationships, delivering holistic financial planning, and contributing to the continued growth of the business. The Role You'll be responsible for: Delivering high-quality financial planning advice to existing private HNW and UHNW clients Managing and developing ongoing client relationships to facilitate a steady transition of clients across from existing directors Conducting annual reviews and presenting clear, engaging recommendations Growing your client bank through referrals, networking, and professional connections Working collaboratively with paraplanning and client support teams...
