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Financial Planner

  • Salary: £40000.00 - £45000.00 per annum + benefits and bonus
  • Location: Suffolk
  • Sector: Administration, Financial Planning
  • Job type: Permanent
  • Date posted:
    19 Jul 2017
  • Job reference: 383
Financial Planner – Ipswich, Suffolk
Salary up to £45,000 plus benefits, bonus

We have been retained by fee-based financial planning practice who provide independent advice to wealthy private and corporate clients, the firm have an approach to financial planning which is based around delivering quality wealth solutions. With a consistent flow of quality clients through professional connections, group schemes and joint ventures, the firm are now looking to appoint a well qualified Financial Planner to service a range of existing, wealthy private clients.

With an excellent reputation within the local professional practices and plenty of surplus clients, you will take over and manage the on going advice for these clients and help drive the FUM of the business.

The Adviser must be a minimum of Level 4 / Diploma qualified and have a background of delivering advice to private clients, you will be able to demonstrate a keen knowledge of the retirement planning, life and tax market and be confident in dealing with wealthy professionals.

A basic salary up to £45,000, benefits and bonus is on offer along with support towards becoming Chartered Status if you have the desire to do so, all administrative and paraplanning duties are covered by an in-house team along with an in house fund management proposition.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. 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.
Our clients include: