Senior Financial Planner - Stamford, Lincolnshire
Salary up £50,000 / Self Employed plus bonus
We are leading the search for a financial planning practice that delivers fee-based advice to a range of private and corporate clients — the business is the preferred choice for many professional practices within the accountancy and legal space.
The business is looking to grow it's presence in Lincolnshire with the appointment of a well qualified Financial Planner who can provide fee-based planning to clients and pick up referrals from existing professional connections in the region — with access to the independent market you will be in a position to provide a comprehensive service.
With full technical, compliance and paraplanning support from head office, the Financial Planner will support the regional growth via new and existing professional connections with the acquisition of new clients. The practice has an extremely high profile in the East Midlands region and has access to DFM's, a number of platforms to run recurring business and a highly skilled back office that will handle report writing and administrative house keeping.
The mandate will suit a technically astute (minimum DipPFS / Level 4) Financial Planner who has the desire to be part of an ambitious, branded practice and those who are looking to build a portfolio of loyal stakeholders and clients.
Applicants must understand the fee-based advice process and demonstrate the ability to network amongst the professional services market.
Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. 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.