IDEX Consulting Ltd
Senior Wealth Planner
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Senior Wealth Planner
Location
London / Home Counties
Salary
£100,000 - £150,000 basic salary + generous bonus
An exceptional opportunity has arisen in London for a Senior Wealth Planner to join a premier Investment Bank, primarily serving high-net-worth and UHNW clients of a minimum value of £1 million investable assets.
Based in modern offices in city, the Financial Planner will collaborate closely with the Wealth Management team and Private Bankers, offering year-round guidance and services to both new and long-standing clients.
Key Responsibilities
- Have regular, direct interactions with clients.
- Play a vital and collaborative role alongside the Wealth Managers.
- Frequently attend meetings with clients throughout the South East region with a majority taking place in the London office.
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Having placed the Head of Office into the business, they have highlighted the enjoyment of being part of this dynamic, outgoing team. The role offers regular and direct communication with the CEO and Regional Partners, supported by strong administrative networks to ensure seamless and diligent client service.
This client-focused position has no new business targets. The ideal candidate will possess strong technical abilities and be able to communicate complex financial concepts clearly and transparently to clients, ensuring an understandable and high-quality service.
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Requirements
- Experienced advising HNW and UHNW clients.
- Passionate about the nuances and intricacies of creating detailed financial plans.
- Happy working predominantly in the office in the city.
My client will consider financial compensation for any loss of bonus/LTIP/shares that would be incurred if you left your current position.
How to Apply
Please apply or contact me confidentially on 07407626734 or david.elders@idexconsulting.com
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