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Financial Planner

  • Salary: £40000 - £45000 per annum + Bonus and Benefits
  • Location: Birmingham, West Midlands
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    25 Jun 2018
  • Job reference: 31137

Your new company

Your new job working as a Financial Planner will be with a chartered financial planning practice based in North Birmingham, servicing an existing client bank. They have a long, distinguished heritage and have been providing wealth management solutions for over 20 years. My client build strong relationships with their clients allow them to fully understand their financial requirements, including cash flow modelling and full holistic lifestyle financial planning. A permanent position as a Financial Planner has arisen to join the business and inherit a large client bank. You will be joining a team of experienced Financial Planners who provide a second to none service, retaining and working with some of the wealthiest clients in the Midlands.


Your new role

  • Your new job working as a Financial Planner is an all-encompassing role, where you will be required to build relationships with an existing client base and retain business
  • There is no emphasis for you to bring clients, as there is a large client base for you to inherit. You will be expected to develop the client bank you take on
  • This role is an outstanding opportunity for an individual who is tired of banging down doors, tired of sales targets and having to constantly drive up new business. If you're an experienced Financial Planner and enjoy your role, but would like to step away from the pressures of a sales environment, then this is a role we need to discuss
  • This would also suit an experienced Paraplanner who is looking to take a step up

What you'll need to succeed

  • You will have proven previous experience in managing clients and retaining relationships
  • You will hold a Level 4 Diploma in Financial Planning
  • You will be working towards or already hold chartered status

What you'll get in return

You'll be offered a competitive salary of up to £40,000 - £45,000 plus bonus and benefits. You will receive full support from the Directors and experienced members of the team, as well enjoy working in a non-targeted environment.



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.

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