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Senior Financial Director

2 months ago


Birmingham, Birmingham, United Kingdom IDEX Consulting Ltd Full time

Exceptional Opportunity for a Senior Financial Director

We are seeking a highly skilled and experienced Senior Financial Director to join our team at IDEX Consulting Ltd. As a Director/ Senior Chartered Planner, you will have the opportunity to take over a full book of existing clients with an average value in excess of £1 million.

Key Highlights:

  • Base salary £100,000 - £140,000 with bonuses, share scheme, and health and medical package
  • A full book of high-value clients £1 million+ with no requirement to bring existing clients
  • Quality Financial Planning and Investment Management client and professional connections in place
  • Offices in a central location with agile home working flexibility

About the Role:

This appointment will suit a Senior or Director-level Financial Planner, ideally chartered with strong technical ability and relationship skills, who is seeking exposure to high-quality clients and a genuine career-defining opportunity with a top-tier firm.

Our Company Culture:

At IDEX Consulting Ltd, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognize 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.