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Financial Planner

  • Salary: £60000 - £65000 per annum + Benefits + bonus
  • Location: Birmingham, West Midlands
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    06 Nov 2018
  • Job reference: 30773

We are looking for an experienced Financial Planner for our multinational award winning client who specialise in providing financial advice to HNW clients.

The Chartered Financial Planner will inherit a large book of HNW clients and will be responsible for retaining and developing the existing client bank. The successful Financial Planner will have the option to be home based and will cover Birmingham down to Cheltenham.

To apply for the position you will have a track record of growing a book of business working with HNW clients.

This is an outstanding opportunity for an experienced Financial Planner to join a fast growing business and have input into the long term strategy of the division.

What's in it for you? The successful Financial Planner will be remunerated with a basic salary of up to £65,000, plus bonus, 12% car allowance, 12% pension and benefits.


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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