Senior Chartered Financial Planner

IDEX Consulting
Nottingham
GBP 40,000 - 60,000
Job description

An industry accredited Financial Planning business is seeking a Senior Financial Planner to join their growing team in Nottingham.

This Financial Planner opportunity will offer exposure to HNW/UHNW clients with complex financial needs that require an exceptional level of service.

This will be met through regular review meetings and proactive contact with clients, their families, and the other professionals who advise them.

To support your success, there will be a team of highly capable technicians and administrators operating in the back office for client and advice-related cases.

You will play a significant role in steadily growing their client group, primarily through building a network of professionals around you and providing a service that exceeds the expectations of clients.

No requirement to bring existing clients.

Get a free, confidential resume review.
Select file or drag and drop it
Avatar
Free online coaching
Improve your chances of getting that interview invitation!
Be the first to explore new Senior Chartered Financial Planner jobs in Nottingham