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Financial Planner

2 months ago

East Sussex, United Kingdom IDEX Consulting Ltd Full time

Financial Planner

Sussex (hybrid working with occasional visits to office required)

Fully negotiable salary and high OTE

A highly regarded Financial Planning practice in Sussex are looking to add an experienced, chartered Financial Advisor to their existing high performing team. This is a superb opportunity for the following reasons:

  • Client book to inherit on day 1
  • High earning potential
  • Hybrid/flexible working
  • Full paraplanning, administration and compliance support
  • A broad range of advice dealing with a core high net worth client portfolio
  • Ambitious growth plans that will present various career development opportunities
  • A company that truly embraces technology to improve the client experience and improve efficiencies

What we are looking for:

  • An experienced, Chartered Financial Advisor (or very close to) that can demonstrate long term success in the role
  • Someone who can demonstrate success in new business development and client generation
  • Proven history of developing a professional connection network with referrals from accountants, solicitors, mortgage brokers etc
  • Ethical, consultative and looking for a long term position where you can make a real difference to this organisation.

This is a superb Financial Advisor opportunity based in Sussex with back office support, top level salary, superb bonus and overall earning potential and flexible working.