Director of Financial Planning

This range is provided by IDEX Consulting Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Location: London - Hybrid

Salary: Up to Circa £115,000 basic with performance-based bonuses and advisor commission plus full corporate benefits package

The Company:

A leading financial services firm based in London, specialising in providing bespoke financial advice to high-net-worth individuals and businesses. They pride themselves on their client-centric approach, offering tailored solutions to help clients achieve their financial objectives.

I’m looking to speak to a passionate and driven Financial Advisor or Financial Advisor Manager to join the talented team. If you are motivated by delivering exceptional financial guidance and have the experience to lead a team, we want to hear from you.

Key Responsibilities:

• Offer expert financial advice to clients on a wide range of areas, including investment strategies, retirement planning, tax efficiency, and estate planning.
• Build and maintain long-lasting relationships with clients, ensuring high levels of satisfaction and trust.
• Conduct detailed financial assessments to understand clients’ goals, risk profiles, and long-term objectives.
• Lead, mentor, and support a team of junior financial advisors, ensuring a high level of performance and professionalism.
• Drive new business development through networking, referrals, and proactive outreach to potential clients.
• Keep abreast of the latest industry trends, regulations, and market changes to provide accurate and relevant advice.
• Meet and exceed individual and team performance targets to contribute to organisations growth and success.

Skills & Qualifications:

• Current experience as a Financial Advisor, with a proven track record of success in delivering tailored financial advice.
• Experience in leading/supervising/managing a team providing guidance, training, and fostering a positive team culture.
• Strong knowledge of financial markets, products, and regulatory requirements.
• Exceptional communication, relationship-building, and negotiation skills.
• Ethical and client-first approach to financial planning.

Why this position?

• Very competitive salary with attractive performance-based bonuses based on both advising and team management elements of the role.
• Opportunities for professional growth, including access to continued education and industry certifications.
• Flexible working arrangements to help you balance work and life.
• A generous pension scheme and additional employee benefits.
• A supportive and collaborative work culture with a focus on career progression.
• The chance to be part of a rapidly growing company with ambitious plans for the future.

How to Apply:

If you are an experienced financial advisor who is looking to join an innovative and client-focused firm, we would love to hear from you. Please send your CV along with a cover letter outlining your relevant experience and why you believe you would be a great fit.

Seniority level

Director

Employment type

Full-time

Job function

Finance

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