Chartered Financial Planner Relationships Lead
Job in
Greater London, London, Greater London, EC1A, England, UK
Listed on 2026-01-13
Listing for:
Idex Consulting
Full Time
position Listed on 2026-01-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Location: Greater London
A top tier Wealth Planning firm in Greater London is seeking an entrepreneurial Planner to join their team. The successful candidate will focus on relationship management and client acquisition, with the support of a dedicated team and structure designed for growth. Initial client bank provided, but new business opportunities must be pursued. The role includes mentoring existing Planners and working closely with the Head of Financial Planning, all within a flexible and inclusive work environment.
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