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Financial Planner / Partner

Job description

About our client

An ambitious and expanding privately owned lifestyle focused financial planning business requires a Financial Planner to drive strategic growth and the delivery of quality financial planning advice.

My client is a trusted advice firm offering independent, impartial and holistic advice across financial planning, tax planning and investments to wealthy individuals, families and business owners.

Role description

  • Deliver quality client centric financial planning to new and existing clients
  • Contribute towards growth and commercial goals of the business
  • Be integral towards decision making at leadership level
  • Expand and develop introducer relations


  • A well-rounded Financial Planner / Financial Adviser
  • A track record or aspiration to be involved at leadership level
  • Entrepreneurial outlook
  • People focused creating a positive working culture
  • Ideally Level 6 or progression towards

Your contact -

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.