More jobs:
Financial Planner | Client Book & Workplace Wins
Job in
Greater London, London, Greater London, W1B, England, UK
Listed on 2026-02-24
Listing for:
IDEX Consulting Ltd
Full Time
position Listed on 2026-02-24
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Analyst
Job Description & How to Apply Below
Location: Greater London
A financial services firm seeks a Financial Planner to build a clientele and support financial wellbeing services. The role requires demonstrated experience as a regulated adviser and excellent interpersonal skills. You will interact with corporate decision-makers, conduct assessments, and prepare tailored financial strategies. This position offers a collaborative working environment and emphasizes client-centric outcomes. Ideal candidates should show professionalism, organization, and strong communication abilities.
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