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Financial Planner

Job description

I am working exclusively with a Client in the South West who are seeking a Financial Planner to join the business.
With a head office in London and a regional presence in the South West, the business is going through a an exciting growth phase as they look to scale the business.

The successful candidate will work closely with the Investment Managers as they look to grow the offering to clients.

More information will follow but if this has piqued your interest, please apply for more information.

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Our Diversity, Equity and Inclusion Mission

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.