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Chartered Financial Planner

  • Salary: Benefits + bonus
  • Location: Northamptonshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    28 Nov 2018
  • Job reference: 30324

A Chartered, fee-based financial planning practice is looking to grow the advisory team with a Level 6 qualified, Chartered Financial Planner. The firm have an existing bank of clients who are predominantly wealthy private clients managed on a fee-based basis.

The nature of the role will be to help grow the FUM by servicing the existing clients and in addition to work closely with the clients and professional connections to develop initiatives to acquire new clients.

As an authorised individual you will have experience of delivering fee-based advice, investment management and have a strong work ethic. If you have a small bank of clients or recurring income the firm will happily negotiate a high salary to compensate the value of them.

They will provide you with full administration, paraplanning and compliance support along with full study support towards professional qualifications.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still 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.

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