Accessibility Links

Financial Planner

  • Salary: £50000 - £65000 per annum + Bonus, benefits package
  • Location: Solihull, West Midlands
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    09 Nov 2018
  • Job reference: 31682

Your new company

Your new job working as a Financial Planner will be working with an award winning professional practice based in Solihull. They are a cash rich and ambitious firm with a clear strategy for growth through acquisition. An opportunity has arisen for a Financial Planner to join a truly independent firm who work with some of the wealthiest clients in the West Midlands. You will be joining a firm who have an abundance of clients and leads to offer their new joiner, which comes through their accountancy arm of this business.

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 then build on the existing book bringing in new business
  • You will service and develop an existing client bank, as well as working with the accountancy arm to follow up on warm leads
  • This role is an outstanding opportunity for a driven and ambitious individual, who enjoys working with high net worth clients

What you'll need to succeed

  • Your previous experience working as a Financial Planner, managing relationships and a portfolio of clients, will contribute to your success in securing this role
  • You will have proven previous experience in managing clients, retaining relationships and developing new business
  • You will be either chartered or working towards chartered status

What you'll get in return

You'll be offered a competitive salary of up to £50,000 - £65,000, plus a competitive bonus structure and a comprehensive benefits package. You will have the backing of an award wining professional practice and be joining a firm who have a clear strategy for growth, with a vast amount of professional connections.

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.

Our clients include: