Accessibility Links

Financial Planner

  • Salary: £70000 - £80000 per annum + Bonus and Benefits
  • Location: Devon, Cardiff, Bristol
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    23 Jan 2019
  • Job reference: 32223

Your new company
Your new job working as a Financial Planner will be working with a national wealth management firm. They have established teams of Financial Planners and Investment Managers in each region of the country, along with very strong client base of high and ultra-high net worth individuals. An opportunity has arisen for a Financial Planner to join one of their top performing teams in the Southern region. You will be joining a team of experienced Financial Planners who provide a world class service, retaining and working with high net worth clients.

Your new role
Your new job working as a Financial Planner is an all-encompassing role, where you will be required to pick up relationships with existing high and ultra-high net worth clients.
This role is an outstanding opportunity for a driven, ambitious and experienced Financial Planner, 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 customers, will contribute to your success in securing this role.
You will have proven previous experience in working with high net worth clients, retaining relationships and developing new business.
You will be either chartered or working towards chartered status.

Solid experience in one or more of the following areas will be advantageous:

  • Wealth structuring
  • Retirement planning
  • Complex pension cases
  • Estate planning
  • IHT's

What you'll get in return
You'll be offered a competitive salary of £70,000 - £80,000, plus bonus and a comprehensive benefits package.

How to apply
To discuss this opportunity, please contact Ricardo Manouchehri or apply with the latest copy of your CV. We look forward to hearing from you!

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: