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Senior Chartered Financial Planner

Job description

Excellent Chartered Financial Planner opportunity.
Inherit HNW clients with up to £0.5million reoccurring income.
Modern next-gen firm with highly capable technical support team.

About our client

A next-gen fully client-centric Financial Planning firm offering quality life-style focused outcomes.

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

About the opportunity
Deliver high quality client centric financial lifetime planning
Develop and retain solid 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 client centric approach

Skills required to be successful in this role
Excellent client relationship skills
An appreciation for lifetime financial planning
Chartered Financial Planner or very close to achieving
Current SPS and adviser status

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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.