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Senior Financial Planner

  • Salary: £50000 - £65000 per annum + Benefits package, bonus,
  • Location: Birmingham, West Midlands
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    18 Sep 2018
  • Job reference: 31573

Your new company

Your new job working as a Financial Planner will be working with a leading national IFA, with a client bank ready to inherit. They have a long, distinguished heritage with a clear strategy for growth through acquisition. An opportunity has arisen for a Financial Planner to inherit a client bank (high net worth individuals) based in central Birmingham. You will be joining a team of experienced Financial Planners who provide an award winning service, retaining and working with high net worth clients.

Your new role

  • Your new job working as a Financial Planner is an all-encompassing role, where you will be required to build relationships with an existing client base and then build on the existing book bringing in new business
  • There is no emphasis for you to bring clients, as there is a large client base for you to inherit however, any clients you can bring will be an advantage
  • This role is an outstanding opportunity for a driven and ambitious individual, who enjoys working with high net worth clients

What you'll need to succeed

  • Your previous experience working as a Financial Planner, managing relationships and a portfolio of customers, will contribute to your success in securing this role
  • You will have proven previous experience in managing clients, retaining relationships and developing new business
  • You will be either chartered or working towards chartership

What you'll get in return

You'll be offered a competitive salary of up to £50,000 - £65,000, plus 40% bonus and a comprehensive benefits package. You will have the backing of a global brand and be joining a firm who have a clear strategy for growth with a vast amount of professional connections.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still 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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