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Home United Kingdom Financial Planner

Financial Planner

Full time at idex consulting ltd in United Kingdom
Posted on January 28, 2025

Job details

Financial Planner London (hybrid)£75,000 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 corp 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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