Back to jobs

Financial Planner £250k to inherit

Job description

Are you an experienced Financial Planner who is Chartered or close to achieving Chartered status? Are you keen to take on an existing book of business made up of high net worth clients? Would slick processes, modern tech and full back office support make your life as a planner a bit easier?

You will cover Birmingham, managing your own diary and taking full autonomy over your working day. The company you will be joining, will not only supply an existing book of business, but also an abundance of leads. Holistic advice is provided across pensions, investment and high level protection areas.

What's in it for you? The successful Financial Planner will be remunerated with a basic salary of up to £70,000 - £75,000, plus bonus, double digit pension and benefits.

Should you wish to discuss the firm in question and opportunity, please contact Ricardo Manouchehri for a confidential discussion on 07432611690 or email

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.