Financial Planner - London, United Kingdom - IDEX Consulting Ltd

Tom O´Connor

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Tom O´Connor

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Description
I have an unique opportunity for a high-calibre, experienced Financial Planner to join this boutique, modern Financial Planning practice.
This holistic, fully independent financial planning company truly encapsulates a real team ethos; working to three key pillars focusing on:

  • Collaborative working to get positive results
  • Giving back providing ongoing support to the communities they operate in
  • Fun an enjoyable, fun working environment and a culture to be proud of


With a huge amount of expertise and the right amount of continuous support and training, advisers here truly are able to create their own bespoke financial planning - 'lifetime planning'.


Core values built around:

Being personable, having integrity, holistic, innovation and delivering beyond expectation.

Offering

  • Bespoke salary plus full corp benefits package + prefueled travel card
  • Flexible/hybrid working and incredibly beautiful, modern offices for when needed
  • Quality, wellestablished client bank and lead pool
  • Full admin and paraplanning support
  • No micromanagement


Would you be interested in being a part of this fabulous, small, boutique, top-tier financial planning firm, run by financial advisers.

Making a positive change within the communities we work in.
Please contact me in the first instance for further information.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit.

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