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Financial Planner

  • Salary: £55000 - £65000 per annum + Benefits + bonus
  • Location: Northamptonshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    05 May 2020
  • Job reference: 33819

A chartered, fee-based financial planning practice is looking to grow the advisory team with an experienced Financial Planner. The firm have an existing bank of clients who are predominantly wealthy private clients managed on a fee-based basis.

The nature of the role will be to help grow the FUM by servicing the existing clients and in addition to work closely with the clients and professional connections to develop initiatives to acquire new clients.

As an authorised individual you will have experience of delivering fee-based advice, investment management and have a strong work ethic. If you have a small bank of clients or recurring income the firm will happily negotiate a high salary to compensate the value of them.

They will provide you with full administration, paraplanning and compliance support along with full study support towards professional qualifications.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may 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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