Executive Director & Regional Manager
We are working exclusively with a well established Financial Planning Business to find a new IFA to provide a high class service of advice.
This firm has recently joined a network with a true holistic approach to financial planning, strengthening it's already large and highly established client base with its sister firm, a network of insurance advisory services.
You will be providing a service of the highest calibre to clients for Savings and Investments, Tax Planning, Estate Planning and Pension and Retirement Planning.
You will work with the business's existing client portfolio and working to increase your own client bank with leads provided from the insurance business.
You'll have a strong track record be confident of winning new clients and will have the ability to develop relationships with introducers.
They would provide a safe home to your existing clients, if you already have a client bank, and their increasing brand and reputation would enable you to grow your business effectively.
You will receive a full administrative and paraplanning service and full support from the managing director who will give you a book of clients right from the beginning.
Benefits include employer funded group personal pension, PMI and an excellent holiday allowance.
They offer a highly competitive salary package and bonus scheme.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.