Financial Planner

4 weeks ago


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

We are seeking an experienced 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 developing a professional connection network with referrals from accountants, solicitors, and mortgage brokers.

About the Role
  • Client book to inherit on day 1
  • High earning potential
  • Hybrid/flexible working
  • Full paraplanning, administration, and compliance support

This is a superb opportunity for the right candidate, with ambitious growth plans that will present various career development opportunities. Our company truly embraces technology to improve the client experience and improve efficiencies.

What We Are Looking For
  • An experienced, Chartered Financial Advisor (or very close to) with a proven history of developing a professional connection network
  • Someone who can demonstrate success in new business development and client generation
  • Ethical, consultative, and looking for a long-term position where you can make a real difference to our organisation

This is a superb Financial Advisor opportunity with back office support, top-level salary, superb bonus, and overall earning potential, and flexible working. If you are a motivated and experienced Financial Planner looking for a new challenge, please apply.



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