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Chartered Financial Planner

Job description

IDEX are working in partnership with a national Wealth Management business who are looking to recruit a Chartered Financial Planner in to their team in the North East.

Within the next 12 months there will be retirements within the team, leaving a very well established book of highly affluent and high-net-worth clients available to inherit.

Due to the complexity of certain clients, my client requires an individual who has a proven ability to build maintain responsibility for their own clients whilst continuing to grow their revenue.
There will be a transitional period when joining the business, giving you an opportunity to really get to know the clients you will be inheriting, and therefore working closely with the exiting Financial Planner(s).

Naturally, as you bed in to the business you will then be expected to continue growing your client book and revenue organically, whilst pro-actively utilising your external network to generate new leads and referrals.

This is a remote based role, however you can utilise an office in the center of Newcastle. Paraplanning and office support is available and has proved to be a key part of the success for the Planners within the team.

This is a fantastic opportunity to join a brand that has demonstrated stability and growth in recent years, who offer very competitive benefits along with a strong remuneration package.

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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.