Company: IDEX Consulting Ltd
Location: London
Job Description:
Base pay range
£80,000 plus bonus and benefits
Overview
This London-based, ultra-modern, technology-led Financial Planning company is looking for high-calibre, experienced Financial Planners to engage with their mass affluent/high-net worth client base. They offer top-end, tech-led, fully digitalised advice and use cutting-edge behavioural finance research and lifestyle modelling software. The company is privately owned and combines the security of a large corporate with the energy of a smaller team.
Location: London
Responsibilities
- Provide digitally delivered, simple/clear financial advice with no admin and no needless filing, freeing time to advise clients
- Engage with mass affluent/high-net worth clients leveraging next-generation technology and sophisticated modelling tools
- Collaborate with a full administration and paraplanning team to support the advisory process
- Contribute to a high-performing, collaborative, and innovative company culture
- Benefit from agile and flexible working policies in a hybrid role
Qualifications
- Seniority level: Mid-Senior level
- Employment type: Full-time
- Job function: Finance
Additional information: Referrals increase your chances of interviewing at IDEX Consulting Ltd.
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Posted: September 6th, 2025