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Chartered Financial Planner

Job description

This is an exciting opportunity for an experienced Chartered financial planner, or someone working towards Chartered, to join a fast - growing advice firm who are committed to providing clients with access to the highest standards of holistic financial planning.

Offering market leading technology and discretionary fund management alongside a first class client service. This financial planning firm considers themselves to be 'human with a digital touch.'

Guided by the principles of:

  • Creativity
  • Quality
  • Security
  • Community and sustainability

Would this be of any interest to you?

  • Competitive salary + full corporate package and bonus structure
  • Bespoke financial planning, fully digitised, market leading technology
  • Quality lead pool and client book
  • Hybrid role - agile and flexible working policies
  • Full support and structure in place to help you develop and be successful
  • A terrific working environment and well-structured career path

If you are interested in being part of this multi award-winning, client centric, Chartered Financial Planning practice and would be keen to have the opportunity to work within a firm that is consistently challenging themselves to find smarter solutions and develop new technology.

Then please contact me in the first instance for further information.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.