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Financial Director

2 months ago

Birmingham, Birmingham, United Kingdom IDEX Consulting Ltd Full time
Senior Financial Planner / Director

IDEX Consulting Ltd is partnering with a leading Investment and Financial Advice group to find a Senior Financial Planner / Director for their West Midlands team.

This is an excellent opportunity for a Senior level Financial Planner or Wealth Advisor to join a top-tier firm and become a leading figure in their Midlands team, building on existing client and professional relationships in the region.

Key Responsibilities:
  • Deliver expert financial advice to clients
  • Lead and develop the West Midlands team
  • Build and maintain strong relationships with clients and professionals
  • Contribute to the growth and success of the firm
Requirements:
  • Chartered or level 6 qualified
  • Commercially focused with strong leadership and networking skills
  • Experience in financial planning and wealth management
  • Ability to work in a fast-paced environment
What We Offer:
  • Competitive salary of £90,000 to £120,000
  • Share scheme, rewards, and benefits package
  • Localised back-office and technical teams

This is a high-performance opportunity for a Senior Financial Planner or Wealth Advisor seeking a challenging role with a top-tier firm.