Financial Planning Director

1 month ago


Birmingham, Birmingham, United Kingdom IDEX Consulting Full time
Opportunity to Lead a High-Value Client Portfolio

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

Key Highlights:
  • Competitive base salary £100,000 - £140,000 with bonuses, share scheme, and health and medical package.
  • A full book of high-value clients £1 million+ with no requirement to bring existing clients.
  • Established relationships with clients and professionals in place.
  • Central Birmingham office location with flexible home working options.

This appointment will suit a Senior or Director-level Financial Planner, ideally chartered, with strong technical ability and relationship skills, seeking exposure to high-quality clients and a genuine career-defining opportunity with a top-tier firm.



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