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Financial Planner

  • Salary: £50000 - £65000 per annum + Benefits + Bonus
  • Location: Berkshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    24 May 2021
  • Job reference: 35693

A fantastic opportunity has arisen in Berkshire, for an experienced Financial Planner to take control of an established client portfolio, within a growing independent practice.


You will be responsible for delivering an exceptional client service, driven around providing impartial lifestyle financial planning advice across retirement planning and pensions, investments, IHT and estate planning, later life and long term care, protection and insurance. An internal business development function will furnish you with high-quality leads to help grow your portfolio; with a well-resourced administration function at hand to support you in delivering a high quality service to your clients.


This is an exceptional opportunity fully-qualified Financial Planner who has a proven history in nurturing long-term client relationships, with a proven ability to convert leads and network to build contacts.


Fantastic starting salary of £50-65K + Bonus + Package on offer.


Get in touch with James Salmon at IDEX Consulting or apply for immediate consideration.

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