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Lifestyle Financial Planner

  • Salary: £70000 - £90000 per annum
  • Location: Surrey
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    02 Dec 2020
  • Job reference: 34899

Are you an Independent Financial Planner who enjoys lifestyle planning for high value clients?

We are working with a highly regarded planning firm who seek an Advisor to join the business.

You will be given a small but lucrative client bank and be required to carry out reviews while also generating new business my accessing further contacts within the families.

To apply you must have experience of cash flow planning.

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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