Financial Planner

5 months ago

Swansea, United Kingdom Idex Full time

I am working exclusively with a National Client who are seeking a Financial Planner to join the business covering Swansea and West Wales.

The role will come with a core book of clients but the emphasis is on new business generation. The successful applicant must have the hunger to self generate.

Do you have a track record of being able to be self sufficient, perhaps you have established professional connections but are looking at opportunities?

The role will give you autonomy to manage your diary and network new clients into the business.

In return, you will be joining a business who are one of the leading Wealth Management companies in the country (Source FTAdvisor)

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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