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IDEX Consulting Ltd
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London, Greater London
Financial Planner
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Job Type: Full-time |
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Salary: £70,000 per annum |
Overview
Let's cut to the chase here, this role is outstanding If you're looking for a new role that offers you the chance to work with high net-worth clients with an average portfolio of £1m, this is it. The role When working with high net worth clients, building and developing strong trust-based relationships is paramount to ensuring your client feel well served. This role is no exception. Your clients have an expectation of you to be an expert in your field and that you will provide them with the best possible advice on complex products in all asset classes and my client expects the same. You will create and implement comprehensive and compliant financial solutions for individuals, businesses and organisations utilising your knowledge to the fullest. You will receive leads from the private banking and investment management arms of the business but will continue to maintain strong levels of business development to enhance your client bank. Skills/experience Chartered status Strong client service skills Ability to build strong trust-based relationships Business development and networking capabilities Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 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.