Accessibility Links

Financial Planner - book of HNW clients provided

  • Salary: £50000 - £65000 per annum + Benefits + bonus
  • Location: Exeter, Devon
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    03 Dec 2019
  • Job reference: 33174

You're an experienced and ambitious Financial Planner, but due to the lack of opportunity and having frustrations within your current firm, you find yourself reading this advert. You're more than capable of writing new business and retaining clients, but the lack of lead flow, coupled with the pressures of new business targets is starting to take its toll. If you're open to inheriting a client bank of high net worth clients and join a firm who has a strong business development programme for their Advisers, this could be an opportunity that pique's your interest.

We are looking for an experienced Financial Planner, either chartered or working towards, for our large financial planning practice based in the South West. The Financial Planner will inherit a large bank of clients and will be responsible for retaining and developing business. You have the option to be home based and will cover the South West (Devon and Cornwall). They can only achieve their goal, with the right quality of Financial Planner who shares the same vision. Therefore, if you not only want to inherit a large client bank, not have to worry about business development and make a positive impact towards to the wider business, then get in touch for a chat.

What's in it for you? The successful Financial Planner will be remunerated with a basic salary of up to £65,000, plus a clearly defined bonus scheme paid on ongoing and new business written, plus 10% pension and benefits (including PMI).

Visit the IDEX Consulting Ltd website for further opportunities. 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: