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Financial Planner - £25m to inherit

  • Salary: £60000 - £65000 per annum + Benefits + bonus
  • Location: Cornwall, Devon, Exeter
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    18 Apr 2019
  • Job reference: 32603

We are looking for an experienced Financial Planner, to join our multinational award winning client, who specialise in providing holistic financial advice to HNW clients. You will inherit a client in excess of £25m from a retiring Financial Planner and cover the Devon and Cornwall counties.

The successful Financial Planner will manage their own diary and have the option to work from home or their offices. You will be responsible for retaining and developing the existing client bank.

To apply for the position you will have a track record of growing a book of business working with HNW clients.

This is an outstanding opportunity for an Financial Planner to join national firm with with a strong brand within the market place.

What's in it for you? The successful Financial Planner will be remunerated with a basic salary of up to £65,000 30% bonus, 12% pension and benefits (OTE six figures plus).

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still 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.

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