Senior Financial Planning Director

6 days ago


Birmingham, Birmingham, United Kingdom IDEX Consulting Full time

Opportunity to Lead a High-Value Client Portfolio

This is an excellent opportunity to take over a full book of existing clients with average values in excess of £1 million as part of succession planning for an established Director Financial Planner.

Key Highlights:

  1. Competitive Remuneration Package: £100,000 - £140,000 base salary, bonuses, share scheme, and health and medical package.
  2. Established Client Base: A full book of high-value clients with no requirement to bring existing clients.
  3. Strong Professional Network: Quality FP and IM client and professional connections in place.
  4. Flexible Working Arrangements: 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 like IDEX Consulting.



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