Back to jobs

Financial Planner

Job description

Are you looking to work with high net worth clients, book of £15m FUM to get you started, have full autonomy over your diary and an abundance of leads to tap into from internal resources? The role is an employed position and depending on experience, is paying a salary between £65,000 - £90,000 plus bonus on initial fees and recurring, (no validation!!!) and benefits (double digit pension).

You will take on the book and look to grow and develop this from internal lead sources, referrals, working with wider family members and developing your network. The great thing is, you will have a mentor upon joining who will upskill you, if need be, in specialist areas such as court of protection, power of attorneys, vulnerable clients, VCTs, EIS etc. As well as building out your network and working with introducers.

Whilst this firm is a large national business, you will operate as part of a modest sized team across the Midlands with full admin, paraplanning and back office support. No one wants to be doing admin of an evening or weekend!!!

For more details, please contact Ricardo Manouchehri for more details.

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.