Senior Chartered Financial Planner
North Birmingham with hybrid working.
Competitive package and genuine career opportunity.

About our client
A new model styled and client-centric Financial Planning firm offering quality life-style focused solutions.

About the opportunity
Deliver high quality client centric financial planning.
Develop and retain client relationships.
Contribute to the firms strategic focus and client proposition.

Suitable applicants
This opportunity will suit an established Financial Planner seeking a genuine career opportunity with a leading Midlands based firm proud of their quality client base.

Skills required to be successful in this role
Excellent client relationship skills.
An appreciation for lifetime financial planning.
Chartered Financial Planner or close to achieving.

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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.