Financial Planner
- Recruiter
- IDEX Consulting Ltd
- Location
- Farringdon
- Posted
- 07 Jul 2018
- Closes
- 08 Sep 2018
- Job role
- Accountant
- Sector
- Accounting - Public practice
Your new company
Your new job working as a Financial Planner will be offering a comprehensive advisory service to a portfolio of individuals and commercial entities, including many affluent and HNW clients. Our client is entirely independent, so innovative whole of market solutions are available with this award winning wealth management firm based in London. My client is seeking an experienced IFA who is well established within the market and has an appetite to develop new business.
Your new role
- This is an all-encompassing role, where you will be required to build relationships with new clients and work to retain that business on an ongoing basis
- You will work will be centred around high net worth individuals
What you'll need to succeed
- You will have a track record of building and developing relationships with new clients
- You will already have solid relationships with professional connections and introducers
- You will have current or recent CAS and up to date SPS
- Ideally you will be at or close to chartered status
What you'll get in return
You'll be offered a competitive salary of £110,000 - £120,000 plus bonus and a comprehensive benefits package. You will receive support from the Practice Partners, as well as full paraplanning and technical support.
How to apply
To discuss this opportunity, please contact Ricardo Manouchehri.
Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.