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Senior Financial Planner - Equity Partner

Job description

About our client

Idex is delighted to be retained and working in partnership with this award winning and highly successful practice.

Our client is a true partner-owned independent financial planning firm offering modern day financial planning solutions to private individuals and business owners.

This unique opportunity will suit an established Financial Planner looking to join one of the Midlands leading firms with an excellent reputation and quality proposition.

Role description
Following impressive success over recent years my client is seeking a talented individual to contribute towards the next stage of their journey.

Key objectives include
Contribute towards growth and future direction of the firm.
Deliver high quality client centric financial planning to private individuals / families and business owners.
Build a sizable equity share in the business implemented at start.

Suitable candidate
An established Financial Planner with excellent client relationship skills.
An appreciation for fee based and lifetime financial planning.
A strong client following or track record in generating growth and developing introducer relationships.
Advanced Diploma Level 6 preferred.

Contact - Keith Enright

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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.