Wealth Advisory Director

7 days ago


Birmingham, Birmingham, United Kingdom IDEX Consulting Ltd Full time
Job Overview

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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