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Financial Planner, clients and leads provided

Job description

We are working with a Chartered IFA based in Shrewsbury who are on the lookout for an experienced IFA. This firm has two joint ventures with accountancy practices, one of which is based in the same building, who will supply you with clients and leads.

This is a business who care about their staff and their local community with ambitions of raising £1m for charity. The firm was built on their core values which they keep at the heart of everything they do: Caring, passion, belief, team player.

If you want to be part of a business who are driven by the best client outcomes, put their staff first and make a genuine different to the community then get in touch. This firm provides advice across all areas other then DB, use voyant for cash flow modelling and intelligent office back-office systems. Full admin and paraplanning support is provided.

What's in it for you? The successful Financial Planner will be remunerated with a basic salary of up to £65,000, plus 40% bonus paid on all new business and 20% for all recurring.

This is a great opportunity to take control of your earnings, operate in a grown up environment and make a difference to your clients lives in the right way.

Fancy a chat to find out more but don't have an up to date CV? Not to worry, feel free to call Ricardo Manouchehri on 07432611690.

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.