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

Requirements

• 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 - keith.enright@idexconsulting.com

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