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Chartered Financial Planner

Job description

Financial Planner - Solihull and Warwickshire clients

Idex Consulting have partnered with an expanding chartered financial advice business following a recent acquisition of a Midlands based advice firm.

They now wish to hire a Financial Planner and can offer a selection of quality clients.

This opportunity will suit a holistic focused Financial Adviser/ Planner who strives for success and quality outcomes.

Considered salaries between £60,000 to £100,000, attractive bonus structure and full benefits package will be available for the successful candidate.
All back-office and paraplanning provided.

Essential requirements for this opportunity;
A client centric and technically sound Financial Planner/ IFA ideally qualified to level 6/ chartered.
A good understanding of fee based and cash flow planning.
Ideal location within reach of clients in Solihull, Warwickshire and surrounding areas.

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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.