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Financial Planner

3 months ago

Hertfordshire, United Kingdom Idex Full time
I am working with an award winning Independent Financial Adviser organisation who are looking to hire an experienced financial planner into a niche part of their advisor proposition


The role will be in a partnership with a Building Society and you will provide whole of the market advice to the customers of 5 branches across the Hertfordshire patch.

There is a huge client base to work with and an incredible amount of warm leads provided by the branch network.


You must be prepared to travel to the different branches when needed and advice will be given both face to face in branch and clients homes and also over video call.

You will provide advice across the whole advice range except mortgages and will deal with a large variety of clients.

It's a superb opportunity own a patch and really develop something exceptional. You will be provided with full training and back office support which will allow you to do what you do best

We are looking to speak to interested individuals from both a whole of market or restricted advice background.

Visit the IDEX Consulting Ltd website for further opportunities.

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