About our client

I am retained to support an industry recognised and highly successful practice.

Our client is an independent financial planning firm offering modern day approach to financial and wealth solutions for private individuals and business owners.

This is an excellent opportunity for an established Financial Planner to become a partner at a top Midlands firm with a high-quality client proposition that includes passive, active and balanced capabilities.

Role description
Following impressive success over recent years my client is seeking a talented individual to be a part of the next stage of their journey.

Key objectives include
Contribute towards growth and vision of the firm.
Deliver client centric financial planning to private individuals / families and business owners.
Build an equity share in the business from day one.

Suitable candidate
An established Financial Planner with excellent client relationship skills.
An appreciation for fee based financial planning.
A strong networker capable of building long lasting client relationships and working with professional connections.
Advanced Diploma Level 6 preferred.

Contact - Keith Enright

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Our Diversity, Equity and Inclusion Mission

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.