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Senior Financial Planner

2 months ago

Birmingham, United Kingdom IDEX Consulting Ltd Full time
Idex is working in partnership with an Investment and Financial Advice group seeking a Senior Financial Planner / Director for their West Midlands team.

With a long-standing history of success across the UK they are seeking a Senior Financial Planner / Director who can deliver expert advice and become a leading figure in their Midlands team, building on existing client and professional relationships in the region.

Highlights include:
Salary guide £90,000 to £120,000 with share scheme, rewards and benefits package.
Access to high level FP and IM market and client connections.
Offices in central Birmingham location.
Localised back-office and technical teams in situ.

This appointment will suit a Senior level Financial Planner or Wealth Advisor, qualified to level 6/ chartered, commercially focused with strong leadership and networking skills seeking a high performance opportunity with a top tier firm.