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IDEX Consulting Ltd
Financial PlannerIDEX Consulting Ltd • London, England, GB
Financial Planner

Financial Planner

IDEX Consulting Ltd • London, England, GB
30+ days ago
Job type
  • Full-time
Job description

Base pay range

£80,000 plus bonus and benefits

Overview

This London-based, ultra-modern, technology-led Financial Planning company is looking for high-calibre, experienced Financial Planners to engage with their mass affluent/high-net worth client base. They offer top-end, tech-led, fully digitalised advice and use cutting-edge behavioural finance research and lifestyle modelling software. The company is privately owned and combines the security of a large corporate with the energy of a smaller team.

Location: London

Responsibilities

  • Provide digitally delivered, simple/clear financial advice with no admin and no needless filing, freeing time to advise clients
  • Engage with mass affluent/high-net worth clients leveraging next-generation technology and sophisticated modelling tools
  • Collaborate with a full administration and paraplanning team to support the advisory process
  • Contribute to a high-performing, collaborative, and innovative company culture
  • Benefit from agile and flexible working policies in a hybrid role

Qualifications

  • Seniority level: Mid-Senior level
  • Employment type: Full-time
  • Job function: Finance

Additional information: Referrals increase your chances of interviewing at IDEX Consulting Ltd.

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Financial Planner • London, England, GB

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