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Financial Planner

  • Salary: £35000 - £40000 per annum + Bonus and Benefits
  • Location: Coventry, West Midlands
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    03 Jul 2018
  • Job reference: 30659

Financial Planner - All clients provided

Are you a qualified Financial Planner who is passionate about providing advice, but tired of high pressured sales targets and having no work life balance? Are you a qualified Financial Planner who is very early in their career and looking to gain more experience working with an existing client bank of high net worth individuals? Or maybe looking for a change of environment? This maybe the financial planning opportunity you've been waiting for.

If you're open to working with a Chartered Independent Financial Advisory firm based in Warwickshire offering the following, then please apply.

  • Full holistic advice
  • Existing client bank of high net worth individuals
  • Quality leads
  • Cash flow modelling
  • Full technical and paraplanning support
  • No sales targets
  • A down to earth team working in a relaxed environment
  • Ability to manage your own diary

Whats the catch? Key requirements

Level 4 Diploma in Financial Planning
Team player
Passionate about providing advice

Too good to be true? Call Ricardo Manouchehri, alternatively you can apply with the latest copy of your CV.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. 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.

Our clients include: