Jobs
>
London

    Financial Planner - London, United Kingdom - Idex

    Idex
    Idex London, United Kingdom

    1 week ago

    Default job background
    Description

    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.

    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. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

  • Attivo Group

    Financial Planner

    5 days ago

    Attivo Group London, United Kingdom

    **Financial Planner - London** · **About Attivo**: · Attivo are Independent Lifestyle Financial Planners. · We're a privately owned company. We prefer it that way. It means we're free to do what we feel is best for our clients and our people. Our work is all about our clients. We ...

  • Stonewood Wealth and Investments Limited

    Financial Planner

    12 hours ago

    Stonewood Wealth and Investments Limited London, United Kingdom

    **Financial Planner / Adviser** · Are you a financial planner with a passion for financial services? Do you thrive in a fast-paced environment and strive to deliver good outcomes for clients? If so, we invite you to join us. · **About Us** · NLP Financial Management is an award-w ...

  • Idex

    Financial Planner

    1 week ago

    Idex London, United Kingdom

    I have an incredible opportunity in your region 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. ...

  • Idex

    Financial Planner

    4 days ago

    Idex London, United Kingdom

    If you are an experienced Financial Planner who is keen to access to an abundance of high net worth clients, working with a well-known and reputable brand, with a transparent charging structure and proposition, then contact Emma Murray for a confidential discussion. If you still ...

  • UBS

    Financial Planner

    6 days ago

    UBS London, United Kingdom

    United Kingdom · - Client advisory / Relationship management · - Global Wealth Management · **Job Reference #** · BR · **City** · - London · **Job Type** · - Full Time · **Your role** · - As a Financial Planner, you will provide financial planning advice to UBS Wealth Management ...

  • BramahHR

    Financial Planner

    6 days ago

    BramahHR London, United Kingdom

    Bramah HR is recruiting for a fantastic Financial Advisor to work for a progressive and forward thinking FS business. This is a permanent full time position offering up to 65k, hybrid working and a desirable central London location this role is ideal for a customer centric admini ...

  • IDEX Consulting Ltd

    Financial Planner

    3 days ago

    IDEX Consulting Ltd London, United Kingdom

    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: ...

  • Idex

    Financial Planner

    3 days ago

    Idex London, United Kingdom

    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: ...

  • IDEX Consulting Ltd

    Financial Planner

    12 hours ago

    IDEX Consulting Ltd London, United Kingdom

    If you are an experienced Financial Planner who is keen to access to an abundance of high net worth clients, working with a well-known and reputable brand, with a transparent charging structure and proposition, then contact Emma Murray for a confidentialdiscussion. If you still n ...

  • Blakemore Recruitment

    Financial Planner

    3 days ago

    Blakemore Recruitment London, United Kingdom

    We are currenrtly recruiting for a highly regarded Financial Planning practice in London who are looking to recruit a Financial Planner. · The business work with wealthy and aspiring individuals to develop and implement strategies to protect and manage their wealth. The business ...

  • Idex

    Financial Planner

    1 week ago

    Idex London, United Kingdom

    I have an significant opportunity in your region for a high quality, experienced Financial Planner. · Would you be interested in being a part of a top-tier, award-winning investment management company; that is the perfect product of a long relationship with a contemporary British ...

  • Attivo Group

    Associate Financial Planner

    12 hours ago

    Attivo Group London, United Kingdom

    **Associate Financial Planner - Kent** · **About Attivo**: · Attivo are Independent Lifestyle Financial Planners. · We're a privately owned company. We prefer it that way. It means we're free to do what we feel is best for our clients and our people. Our work is all about our cli ...

  • mbf.

    Chartered Financial Planner

    12 hours ago

    mbf. London, United Kingdom

    Chartered Financial Planner - Global Private Bank (London) · We are currently working with a leading global private bank, seeking to recruit a Chartered Financial Planner to join their London office. · Our client is the wealth management division of one of the largest banking and ...

  • Cranleigh Personnel

    Trainee Financial Planner

    6 days ago

    Cranleigh Personnel London, United Kingdom

    **Trainee Financial Planner / IFA - Graduate or Equivalent Programme.** · **Based City of London** · **Hours 9am-5pm** · **Salary £28,750 - rising to £31,500 after completion of 4 exams + bonus up to 12%** · **Are you a graduate or equivalent motivated to build a career in financ ...

  • Mazars

    Trainee Financial Planner

    5 days ago

    Mazars London, United Kingdom

    **At Mazars we have a wide range of opportunities for you to gain experience in a firm that truly cares about your aspirations. Our business is an engine for rapid and consistent career progression, and we are known for giving ambitious people early responsibility and exposure.** ...

  • Attivo Group

    Associate Financial Planner

    1 week ago

    Attivo Group London, United Kingdom

    **Associate Financial Planner - Portsmouth (Hybrid working)** · **Are you an experienced Trainee Financial Planner looking for you next career move into a certified role? Are you looking for an employed role with all clients provided? Do you want to work for a Chartered Financial ...

  • IDEX Consulting Ltd

    Senior Financial Planner

    5 days ago

    IDEX Consulting Ltd London, United Kingdom

    I have an incredible opportunity in your region 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. ...

  • Recruit UK

    Associate Financial Planner

    1 week ago

    Recruit UK London, United Kingdom

    **Job Title**: Associate Financial Planner · **Location**: London · **Salary**: £30,000 · **Job Reference**: 7262 · Are you a financial administrator looking to support one of the UK's leading companies? · Are you client-focused, motivated, and driven to provide a high-quality se ...

  • Sedulo

    Chartered Financial Planner

    5 days ago

    Sedulo London, United Kingdom

    Our Purpose · We are financial consultants to entrepreneurs providing expertise in accountancy solutions and commercial business advisory services. Our name, derived from the adjective 'sedulous', epitomises the work ethic, commitment and attention to detail we perform on each pr ...

  • mbf.

    Digital Financial Planner

    1 week ago

    mbf. London, United Kingdom

    A top tier Wealth Management business with multiple offices in the UK currently require an up and coming Financial Advisor to provide advice to an existing book of private clients. · This newly formed advice team is focussed on streamlined investment, pension and protection advic ...