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Financial Planner - HNW client bank provided

Job description

Are you an experienced Financial Planner who is Chartered or close to achieving Chartered status? Are you keen to take on an existing book of business made up of high net worth clients? Would slick processes, modern tech and full back office support make your life as a planner a bit easier?

You will cover Devon & Cornwall, managing your own diary and taking full autonomy over your working day. The company you will be joining, will not only supply an existing book of business, but also an abundance of leads. Holistic advice is provided across pensions, investment and high level protection areas.

What's in it for you? The successful Chartered Financial Planner will be remunerated with a basic salary of up to £70,000 - £75,000, plus bonus, double digit pension and benefits.

Should you wish to discuss the firm in question and opportunity, please contact Ricardo Manouchehri for a confidential discussion on 07432611690 or email Ricardo.Manouchehri@idexconsulting.com



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