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Senior Financial Planner

Job description

IDEX Consulting have been engaged by a fully integrated Wealth Management and Professional Services group to execute a search for a Financial Planners to join their growing teams in Newcastle, Leeds and Nottingham.

Our client is a true enabler; allowing their clients the opportunity to benefit from decades of combined expertise across wealth, tax and advisory, to provide bespoke and holistic wealth management to entrepreneurs and corporate entities.

The role will therefore be wide and varied, but with a sole focus and commitment of helping individuals and business to unlock the power of good advice, through an honest and transparent journey, regardless of size or wealth. You will become a partner to your clients; honing in on what matters most through a truly consultative service which then leverages a best-in-class offering and in turn, helps these clients to achieve their objectives.

Your focus will be to develop both existing and new clients, by providing an award winning service that's driven around being ambitious for your clients, a personal touch, and cementing long-term partnerships through expertise.

What would enable your success in role:

  • Attitude and application over ability
  • Ambitious with a willingness to want to drive positive client outcomes and deliver a best-in-class service to both new and existing clients
  • A demonstrated history of writing quality fee-based business in a client-facing capacity
  • Strong technical expertise, with a willingness to embrace professional development
  • Collaboration cross functionally, to network with peers and partners to create bespoke client solutions
  • A willingness to network and present at events and conferences

What's in it for you:

  • Commitment to professional development, with a clear route with defined objectives to becoming a Partner
  • Opportunity to craft your skills and develop within a fully-integrated practice which offers a bespoke wealth management service which leverages a best-in-class offering
  • Exceptional starting salary up to c. £80,000 with a comprehensive package and bonus
  • Extensive support with an infrastructure built around delivery built around a Personal, Partnership and Performance driven culture
  • A commitment to the sector, with long history, prestige and nationwide coverage

Apply in confidence of contact James Salmon at IDEX Consulting for more information.

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