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Financial Planner

2 months ago

Eastbourne, East Sussex, United Kingdom IDEX Consulting Ltd Full time
Join Our Team as a Financial Planner

We are seeking an experienced and chartered Financial Advisor to join our high-performing team at IDEX Consulting Ltd in Sussex. As a Financial Planner, you will have the opportunity to work with a core high net worth client portfolio, providing a broad range of advice and dealing with complex financial situations.

About the Role
  • Client book to inherit on day 1, providing a solid foundation for your career
  • High earning potential with a negotiable salary and OTE
  • Hybrid/flexible working arrangement, allowing for a great work-life balance
  • Full paraplanning, administration, and compliance support to ensure your success
  • Ambitious growth plans with various career development opportunities
  • A company that embraces technology to improve the client experience and efficiency
What We're Looking For
  • An experienced, Chartered Financial Advisor with a proven track record of 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, and mortgage brokers
  • Ethical, consultative, and looking for a long-term position where you can make a real difference
Why Choose Us?

We offer a superb Financial Advisor opportunity with back office support, top-level salary, superb bonus, and overall earning potential. If you're a motivated and experienced Financial Planner looking for a new challenge, we'd love to hear from you.