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Financial Planner

Job description

My client is a successful mid-sized accountancy and independent financial planning firm expanding their team in Birmingham following the acquisition of an accountancy firm in the city.

As part of their impressive success story they are seeking an established Financial Planner who can work collaboratively alongside accountancy, professional services professionals and colleagues to identify opportunities both internally and externally.

This is an exceptional opportunity with progression to principal lead and a become key contributor to the growth and ongoing success in the region.

The position is ideally suited to an accomplished networker who is driven by providing a quality service and who always puts the interests of clients first.

The ideal Financial Planner will be competent and confident advising business owners and private clients across the broad range of Financial Planning areas.

Their Financial Planning team proactively seek success, both for themselves and the wider team. They are results-driven and determined without the need of sales targets.

This position is fully supported for admin, paraplanning, technical and compliance.

On offer is an excellent salary and rewards package, health and medical benefits, career development and opportunity to contribute towards social and charitable causes.

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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.