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Part Qualified or Qualified Financial Planner

  • Salary: £40000 - £60000 per annum + Benefits + Bonus
  • Location: Birmingham, West Midlands
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    10 Aug 2020
  • Job reference: 34471

Are you a qualified Financial Planner and still in the early stages of your career? Or maybe, you are working through your exams to become a Financial Planner? Would you be open to discussing an opportunity where you will be part of accountancy practice with a family feel to the business?

Upon joining the business, you will work closely with the Managing Director who will bring you through at a comfortable pace. You will have onsite parking and will work from their plush offices along with having the freedom to be homebased. The financial planning arm is very much embedded into the business, collaborating with the accountants and corporate finance teams who cross refer business and successfully convert two of every three leads passed over each week.

The firm will provide you with all the support you need to develop your knowledge and experience. They will provide full back office and paraplanning support and also provide leads. In return, they will be looking for a Financial Planner who is pro active in developing their network and someone who wants to be part of the local business community.

If this sounds like something you would like to discuss, but don't have an up to date CV, feel free to contact Ricardo Manouchehri.

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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