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Financial Planner

  • Salary: £55000 - £75000 per annum + Benefits + bonus
  • Location: Birmingham, West Midlands
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    11 Sep 2019
  • Job reference: 30617

A leading accountancy is currently seeking an experienced Financial Planner for their Birmingham office. Applicants will be Level 4 qualified, articulate and have the ability to work comfortably with wealthy private clients and investors. Comfortable with travelling around the Midlands, you will be highly organised and technically astute. The Financial Planner will be comfortable in positioning fees and providing a first class service to clients.

  • Professional introducers for new business
  • Full technical and administration support
  • Bonus structure based on validation
  • Pension arrangement
  • DIS
  • Business expenses
  • Funding for further qualification

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still 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.

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