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Financial Planner
4 months ago
I am working exclusively with a national client who are seeking a Financial Planner to join the business covering Reading, Maidenhead and Wokingham and surrounding areas.
The role will come with a core book of clients and a regular supply of leads.
The role will give you autonomy to manage your diary and network new clients into the business.
In return, you will be joining a business who are one of the leading wealth management companies in the country (Source FTAdvisor)
For more information please apply in confidence and I'll be happy to discuss the role in detail.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 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.
Our Diversity, Equity and Inclusion Mission
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.
