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Financial Planner - HNW clients provided

Job description

If you are an experienced Financial Planner who is keen to access to an abundance of high net worth clients, working with a well-known and reputable brand, with a transparent charging structure and proposition, then contact Alex Merrick for a confidential discussion.

You will take on an existing book of HNW clients working with clients in the Dorset area. Working on complex investments and pension planning cases, you will have a great opportunity to showcase your advisory expertise. This firm is continuously investing in their staff, back office support and technology to ensure their employees are equipped to be the best version of themselves and environment to operate in.

You will be rewarded with a base salary of up to £65,000, cash allowance, an extremely healthy bonus structure, 22% pension and excellent benefits.

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.