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Financial Planner, £30m to inherit from a retiring IFA

Job description

You're an experienced and ambitious Financial Planner, but due to the lack of opportunity and frustrations within your current firm, you find yourself reading this advert. You're more than capable of writing new business and retaining clients, but the lack of lead flow, coupled with the pressures of new business targets is starting to take its toll.

If you're open to a inheriting a client bank, from a retiring Financial Planner and join a firm, who have a strong introducers and continuous lead flow for their advisers. This could be the opportunity to pique your interest, maybe?

We are looking for a Financial Planner, working towards or currently chartered, for our national wealth management firm based in central Birmingham.

The Financial Planner will inherit a large bank of clients and will be responsible for retaining and developing an existing client bank. You have the option to be home based and will cover the West Midlands.

They can only achieve their goal, with the right quality of Financial Planner who shares the same vision. If you are open to inheriting a large client bank from a retiring IFA, have a continuous flow of quality leads, have the ability to manage your own diary, then get in touch for a chat.

What's in it for you? The successful Financial Planner will be remunerated with a basic salary of up to £65,000, plus 30% bonus paid on ongoing and new business written, pension and benefits.

Fancy a chat to find out more but don't have an up to date CV? Not to worry, feel free to call Ricardo Manouchehri on 07432611690.

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.