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Financial Planner

  • Salary: £35000.00 - £40000.00 per annum
  • Location: West Midlands
  • Sector: Administration, Financial Planning
  • Job type: Permanent
  • Date posted:
    08 Aug 2017
  • Job reference: 4431
Our client are a leading firm of financial planners who has recently acquired a number of practices in the Midlands area, and recently an IFA firm specialising in Investment advice

The acquired firm has clients across the M40 Corridor and following the acquisition the client now seeks a financial planner to provide and on going service to them. The companies client profiles include investments, pensions including SSAS, SIPP and within that property.
As a result of the acquisition our client are now looking to recruit a high quality financial planner who is looking to build business through a mixture of servicing acquired clients as well as developing professional connections.

The candidate will be charged with ‘farming’ acquired accounts and so the company is committing to a person who can manage company assets professionally and with the long term in mind. The successful candidate should also have the ability to use resource as a means of developing referral and new connections
To apply for the role you will be level 4 qualified as a minimum with a strong track record within the financial planning arena.

In return you will be provided with a competitive salary, full paraplanning support and a client bank.

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: