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Chartered Financial Planner

Job description

Would you like to work with high net worth clients, have autonomy to grow a book and benefit from a rich supply of client referrals from internal resources?

The role is an employed position and depending on experience, is paying a salary between £70,000 - £100,000 plus bonus on initial fees and recurring.

You will take on existing clients and look to grow and develop this from internal leads and cross-business referrals from an investment team, working with wider family members and developing your network.

Another benefit is access to a mentor upon joining offering support in upskilling, in specialist areas.

Whilst this firm is a large national business, you will operate as part of a close knit regional team in the Midlands with full admin, paraplanning and back office support.

Based from home and central Birmingham offices.

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Our Diversity, Equity and Inclusion Mission

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.