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Chartered Financial Planner

  • Salary: £50000 - £65000 per annum + 30% bonus paid on benefits
  • Location: Birmingham, West Midlands
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    16 Jul 2019
  • Job reference: 33000

You're an experienced and ambitious Financial Planner, but due to the lack of opportunity and frustrations within your current firm, you find yourself reading this advert. You're more than capable of writing new business and retaining clients, but the lack of lead flow, coupled with the pressures of new business targets is starting to take its toll.


If you're open to a inheriting a client bank, from a retiring Financial Planner and join a firm, who have a strong business development programme for their Advisers, this could be an opportunity that pique's your interest.

We are looking for an experienced Financial Planner, either chartered or working towards, for our national wealth management firm based in Central Birmingham.

The Financial Planner will inherit a large bank of clients and will be responsible for retaining and developing business. You have the option to be home based and will cover the West Midlands.

This firm has recently gone through a merger and is making significant changes to their way of working. They can only achieve their goal, with the right quality of Financial Planner who share the same vision. Therefore, if you not only want to inherit a large client bank, not have to worry about business development, but also make a positive impact towards to the wider business, then get in touch for a chat.

What's in it for you? The successful Financial Planner will be remunerated with a basic salary of up to £65,000, plus a 30% bonus paid on ongoing and new business written, pension and benefits.


Visit the IDEX Consulting Ltd website for further opportunities. 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.

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