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Lifestyle Financial Planner

  • Salary: £60000 - £80000 per annum
  • Location: Birmingham, West Midlands
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    05 Jun 2018
  • Job reference: 27560

Our client are a brand that is long established in the financial services marketplace, who now seek to capitalise on the development and opportunity in Birmingham by establishing an office in the city centre.

Following a number of recent acquisitions they now seek a Lifestyle Financial Planner to join the business and provide advice to HNW clients, while also helping to increase the brand awareness in the Midlands.

The successful applicant will be working towards Chartered qualification and have exposure to new model advice.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Our clients include: