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Financial Planner

Job description

I am working exclusively with a national client who are seeking a Financial Planner to join the business covering Bristol, Bath and surrounding areas.

The role will come with a core book of clients but the emphasis is on new business generation. The successful applicant must have the hunger to self generate.
Do you have a track record of being able to be self sufficient, perhaps you have established professional connections but are looking at opportunities?
The role will give you autonomy to manage your diary and network new clients into the business.

In return, you will be joining a business who are one of the leading wealth management companies in the country (Source FTAdvisor)

For more information please apply in confidence and I'll be happy to discuss the role in detail.

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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.