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Senior Financial Planner

  • Salary: £100000 - £110000 per annum + bonus and benefits
  • Location: Cheltenham, Gloucestershire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    21 Oct 2020
  • Job reference: 34360b

As a Financial Planner, I'm sure you would agree the next decade is going to be tough for investors. To beat inflation, Financial Planners will need to think further afield than just equities and fixed income. If you are an experienced Financial Planner and open to speaking with a Chartered Wealth Management firm with an advice led proposition, and believe investment advice and investment management go hand in hand, then this could be something worth discussing. This firm believes by overseeing both the investment advice and management, they can be much more comfortable their clients will have both good and consistent outcomes.

The opening is based from their offices based in central Birmingham, but you will have the autonomy to work from home and manage your own diary. Full support will be given around paraplanning and administration, leaving their Financial Planners to see clients, build relationships and provide advice.

Leads and clients will be provided, but given the level of the position you will be expected to have a network to bring with you and a client following would be advantageous.

The salary on offer is a base salary of circa £100,000 plus bonus and benefits. If you wish to discuss further but don't have an up to date CV that is fine, feel free to contact Ricardo Manouchehri or apply for the position and a call will be arranged in due course.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may 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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