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Financial Planner

  • Salary: £60000 - £70000 per annum + Bonus and Benefits
  • Location: Northampton, Northamptonshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    16 Jun 2020
  • Job reference: 34013

Lack of clients, poor back office support and targets that only seem to increase?

If you're a Financial Planner based in the Midlands and open to improving all the above, please get in touch.

We currently have an opening that is offering:

  • Bank of circa 100 clients, with an average case size of around £500k
  • Ability to work either from home or the client's offices in Northampton (your choice!)
  • Autonomy to manage your own diary
  • Full back office and paraplanning support
  • Salary £60,000 - £70,000 plus bonus (1.2 x validation), car allowance, large pension, health care and additional benefits

The role is working for a national financial planning firm who deal with high net worth - ultra high net worth clients. They have large insurance and employee benefits divisions which will pass good quality leads to you.

You will need to have experience dealing with high net worth private clients and ideally pension transfer qualified.

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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