Wealth Advisory Director
7 days ago
IDEX Consulting Ltd is partnering with a leading Investment and Financial Advice group to recruit a Senior Financial Planner / Director for their West Midlands team.
This is an exceptional opportunity for a Senior level Financial Planner or Wealth Advisor to join a top-tier firm and take on a leadership role in building and growing the Midlands team.
Key Highlights:
- Salary guide £90,000 to £120,000 with share scheme, rewards and benefits package.
- Access to high-level Financial Planning and Investment Management markets and client connections.
- Central Birmingham office location with localized back-office and technical teams.
Requirements:
- Chartered Financial Planner or equivalent qualification.
- Strong leadership and networking skills with a commercial focus.
- Experience in delivering expert financial advice and building client relationships.
About the Role:
This appointment will suit a Senior level Financial Planner or Wealth Advisor seeking a high-performance opportunity with a leading firm. The successful candidate will have the opportunity to build on existing client and professional relationships in the region, delivering expert advice and becoming a leading figure in the Midlands team.
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