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Financial Planner - Taking over a client bank

  • Salary: £60000 - £70000 per annum
  • Location: Birmingham, West Midlands
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    15 Oct 2020
  • Job reference: 34696

Many Financial Planner that we speak to have ambitions to start their own business, but with PI charges and other challenges in the current climate it is a huge risk.

Its rare to have an opportunity to take over a business but when taking on the managing directors clients that opportunity is available with this role.

You will be a highly skilled Financial Planner able to deal with complex cases for HNW clients, with a commercial mind for business growth.

In return you will work for an award winning firm and work alongside the director who will transition the clients across to you.

The successful candidate must be chartered or working towards and be able to demonstrate their ability to be a true Financial Planner.

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.

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