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Financial Planner

Job description

My client is a National Wealth management firm who have an opportunity in the South West for a Financial Planner to join the team.

If you are a Financial Planner who is seeking a fresh opportunity with an established brand and business, please apply for more details.

Working with some existing clients but being able to source your own clients and be comfortable in doing so, is a necessity for the role.

The successful applicant will be minimum Level 4 qualified (ideally working towards Chartered if not already) and been advising clients.

Working alongside the IM side of the business, the successful applicant should be capable of building relationships both internally and externally to generate client referrals.

In return the appointed Financial Planner will receive:

  • Basic Salary £50k - £70k DOE
  • Generous Bonus Scheme
  • 4x DIS
  • Pension provision
  • PHI

The role can be situated in Exeter, Plymouth or Cornwall.

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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.