Financial Planner - Nottingham, United Kingdom - Idex
Description
Financial Planner opportunity with an award-winning top tier integrated Wealth Management practice.
As one of the largest UK Wealth Managers and Professional Services firms they have the depth, breadth and financial resource to develop a market leading client proposition and support financial planner development and career growth.
Benefits of joining:
Be treated as an individual within a company who strives to deliver a friendly, inclusive and personal service to clients and employees.
A top tier, forward-thinking and innovative business.
Enhance your career in a supportive environment with a defined and highly rewarding career pathway.
Responsibilities:
Build new client relationships and maintain and develop existing client relationships
Manage existing client base
Work in partnership with investment management and business advisory teams to develop cross group client relationships
Qualifications and skills required:
Diploma (Dip PFS) or equivalent, ideally Chartered status
Proven ability to deal with new and existing clients on a fee basis
Ability to work collaboratively to nurture companywide working partnerships.
Develop and maintain technical and industry knowledge and an understanding of holistic financial planning strategies & solutions
Visit the IDEX Consulting Ltd website for further opportunities.
Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies.
For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work.
More jobs from Idex
-
Trainee Adviser
Bristol, United Kingdom - 1 hour ago
-
Data Privacy
Birmingham, United Kingdom - 2 weeks ago
-
Private Client Partner
Bristol, United Kingdom - 1 week ago
-
Ifa Administrator
Nottingham, United Kingdom - 5 days ago
-
Head of Contingent Risk
London, United Kingdom - 1 week ago
-
Planning Senior Associate
Manchester, United Kingdom - 2 weeks ago