Financial Planner

7 months ago


Bristol, United Kingdom Idex Full time

I am working exclusively with a national client who are seeking a Financial Planner to join the business covering Bristol, Bath and surrounding areas.

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.

**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 recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.



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