Description:
A prestigious professional services organisation is seeking a highly skilled Financial Planner to lead a growing financial planning offering in West Sussex. This firm provides top-tier services across financial planning, accounting, tax, audit, advisory, and business consultancy, with a strong focus on high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
This is a rare chance to join a market-leading accountancy and professional services business, leveraging its strong internal referral network and working alongside experts across multiple disciplines. If you are ambitious, experienced in HNW financial planning, and thrive on building strong internal and external relationships, this could be your next career move.
Key Responsibilities:
Requirements:
What’s on Offer:
Location Requirement:
The successful candidate should ideally be based in the West Sussex region and be able to attend the office regularly to foster internal collaboration.
Organization | IDEX Consulting Ltd |
Industry | Banking / Financial Services Jobs |
Occupational Category | Financial Planner |
Job Location | Sussex,UK |
Shift Type | Morning |
Job Type | Full Time |
Gender | No Preference |
Career Level | Intermediate |
Experience | 2 Years |
Posted at | 2025-02-28 4:53 pm |
Expires on | 2025-04-14 |