Financial Planner - London, United Kingdom - Idex
Description
A highly regarded Financial Planning business in central London are looking to add strong experience to their existing high performing team of Advisors.
This is a superb opportunity for the following reasons:- High net worth client portfolio to inherit from day one
- Very little new business requirements. This role is all about developing relationships with the clients and retaining the business
- Hybrid working
- Full paraplanning, administration and compliance support
- A broad range of advice and heavily geared towards lifestyle planning
- Achievable first year bonus of circa £25,000
- Ambitious growth plans that will present various career development opportunities
What we are looking for:
- An experienced Financial Advisor (restricted or whole of market) that can demonstrate long term success in the role
- An ability to develop long term relationships with clients (this is not a sales/quick win role)
- Chartered or very close too
- Ideally has experience with Lifestyle Financial Planning
- Ethical, consultative and looking for a long term position where you can make a real difference to this organisation.
This is a genuinely brilliant new Financial Advisor opportunity based in the heart of London with clients, back office support, top level salary, superb bonus and flexible working.
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