Back to jobs

Financial Planning Director

Job description

IDEX Consulting have been engaged by a leading Asset Management business, who are seeking to appoint a Financial Planning Director within the Newcastle office.

Our client is one of the UK's longest-established providers of high-quality financial planning advice and discretionary investment services, with a wide regional and national presence.

You would be responsible for building a portfolio of client relationships across the region, with a view of looking at longer-term succession planning options as the region continues to grow. The role requires strong business development cross-functionally with the Investment Management and Corporate Finance teams, and strong networking skills to liaise with like-minded professional connections to generate new prospective external opportunities.

What would enable your success in role:

  • Track record of writing quality fee-based business amongst HNW clients
  • Desire to challenge yourself and your technical prowess
  • Able to work closely with internal colleagues and professional connections to drive positive and professional client outcomes
  • Collaborative and able to work closely with Corporate Finance and Investment Management teams to enable clients to leverage a best-in-class offering
  • Established and confident in your business development skills

What's on offer:

  • You'd be joining a market-leading practice, but with agility, a strong process and a collaborative and well-resourced operations function
  • 2:1 Paraplanning and administration support
  • Opportunity to join a fully integrated Financial Planning and IM business with a focus on driving high-levels of customer satisfaction
  • An exceptional starting salary, competitive bonus package and discretionary performance incentive, alongside package

If it interests you to join a leading Asset Management business with exceptional career enhancement prospects, then please get in touch for more information or apply directly for immediate consideration.

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.