Financial Advisor
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
Financial Consultant, Financial Services, Wealth Management
Job Description & How to Apply Below
Job description
I’m currently partnering with a leading wealth management firm who require a Financial Planner to join their team in London. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this last year.
With a client bank supplied, this individual needs to have experience managing high net‑worth clients, and have a successful history of being able to deliver a high quality service, providing holistic financial advice.
Requirements- Minimum Diploma‑qualified / Chartered desired
- Experience of giving regulated advice and with CAS / SPS
- Be able to demonstrate strong client service skills
- Need to be passionate, proactive, and be able to self‑motivate
- 30 days annual leave plus bank holidays
- Discretionary bonus
- Flexible and hybrid working – London
- Private medical insurance
- Health‑care cash plan
- Study support to develop and progress
If this role sounds like it could be for you, and you would like some more information please send your CV to
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