Chartered Financial Planner

East of England
Financial Services
Job Category:
Financial Planning
Employment Type:
£50000.00 - £70000.00 per annum + Bonus and Benefits
IDEX Consulting Ltd
Job Ref:

Financial Planner - Hemel Hempstead - up to £70,000

A Chartered financial planning practice is looking for an experienced Financial Planner to join their business based in Hemel Hempstead.

They have a portfolio of 60 high net worth clients worth circa £35mill funds under management that would be available to you. You would be required to manage these existing relationships and grow this client bank with existing introducers that are also available.

You will be assigned an Administrator and Paraplanner to provide you with any technical support needed so you can focus your efforts on servicing and growing the client bank. You will be required to work with support team to produce clear, technically accurate, compliant and concise financial plans, cash flow forecasts and suitability reports as per the advice process

The company also provide you with full study support towards professional qualifications, various employee benefits and a bonus scheme.

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.

Contact Details:
IDEX Consulting Ltd
Tel: 0333 700 4339
Fax: 08453 701008
Contact: Jack Lawlor

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