Accessibility Links

Financial Planner - £180k to inherit

  • Salary: £50000 - £55000 per annum + Benefits + Bonus
  • Location: Leamington Spa, Warwickshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    11 Jun 2021
  • Job reference: 35784a

Is £180k of recurring income enough of a kick start to get you going? Are you open to taking on an existing book of business made up of pre and post retired clients? Would full paraplanning and admin support free up your time so you can spend more time advising clients? Of course it would!!!!

As you are currently considering your options at the moment, this is an opportunity that would give you the platform you would need to kick start you with a healthy bank of clients, all the back office support required and modern back office systems. You will not be short of clients, lead flow or support.

The role is paying £50,000 - £55,000 plus bonus and benefits. Realistic bonus year year 1 is circa £15,000 with the ability to get into six figures year two.

Contact Ricardo Manouchehri to find out more.

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.

Our clients include: