Associate Financial Planner
2 weeks ago
A forward-thinking Financial Planning practice has a career opportunity for a self-motivated and client focused Associate Planner with a can-do attitude who is looking to build a successful career within Financial Planning.
This is an excellent progressive career opportunity to join a tech-savvy next-gen lifestyle focused financial planning firm with an office in central Birmingham.
Working closely with a nationally acclaimed Times Top 100 Financial Planner the Associate Planner will support client introductions identifying and addressing client financial needs acting in the client's best interest at all times.
Working with new and existing clients, providing financial advice to review and meet their lifetime financial goals.
As you gain experience in the role you will have the opportunity to learn new skills building on your existing knowledge enabling progression to Chartered Financial Planner.
Experience in financial services.
Good understanding of financial & wealth planning.
Competitive salary.
Bonus plan.
Flexible working.
Visit the IDEX Consulting Ltd website for further opportunities. 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 are committed to driving conscious inclusion across our business and creating equitable pathways.
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