Partner Financial Adviser
4 weeks ago
Our client is an independent financial planning firm offering modern day approach to financial and wealth solutions for private individuals and business owners.
This is an excellent opportunity for an established Financial Planner to become a partner at a top Midlands firm with a high-quality client proposition that includes passive, active and balanced capabilities.
Deliver client centric financial planning to private individuals / families and business owners.
An established Financial Planner with excellent client relationship skills.
An appreciation for fee based financial planning.
A strong networker capable of building long lasting client relationships and working with professional connections.
Contact - Keith Enright 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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