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    Birmingham, Birmingham, United Kingdom IDEX Consulting Ltd Full time

    Senior Financial Planner / Director **About the Role** IDEX Consulting Ltd is working in partnership with a leading Investment and Financial Advice group to find a Senior Financial Planner / Director for their West Midlands team. **Key Responsibilities** * Deliver expert financial advice to clients * Build and maintain strong relationships with existing...

Senior Financial Director

2 months 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, while also contributing to the growth and development of the Midlands team.