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Chartered Financial Planner

£75k - £120k per annum
London
  • Remote job

A highly regarded Financial Planning / Accountancy practice in 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 earning potential - Salary up to £120k basic for director level + superb bonus
  • Hybrid working
  • Full paraplanning, administration and compliance support
  • A broad range of advice dealing with a core high net worth client portfolio
  • Ambitious growth plans that will present various career development opportunities
  • Clients to inherit and a captive internal referral process from the Accountancy practice.

What we are looking for:

  • An experienced, Chartered Financial Advisor (or close to) that can demonstrate long term success in the role
  • Someone who can demonstrate skills in new business development and client generation. This is key
  • Proven history of developing a professional connection network with referrals from accountants, solicitors, mortgage brokers etc
  • Ethical, consultative and looking for a long term position where you can make a real difference to this organisation.

This is a superb Financial Advisor opportunity based in London with back office support, top level salary, superb bonus and overall earning potential plus flexible working.

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.

Vacancy posted 7 days ago
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