Senior Financial Planner Wanted

1 week ago


West Midlands Combined Authority, United Kingdom IDEX Consulting Full time
Job Description:

Senior Financial Planner Wanted

We are seeking an experienced Financial Adviser to join our team as an employed adviser. The successful candidate will inherit a good quality book of clients to service and develop further.

This role offers home-based/remote working with access to a local office, providing a great work-life balance. The estimated salary for this position is £62,500 per annum, inclusive of a basic salary of £50,000 and a car allowance.

Main Responsibilities:
  • Delivering high-quality financial advice and guidance to clients, ensuring their financial goals and objectives are met.
  • Collaborating with internal teams to provide comprehensive financial solutions to clients.

The ideal candidate will hold a Diploma in Regulated Financial Planning (or FCA approved equivalent) and maintain CF30 status in accordance with the FCA regulations. They should also be proficient in harnessing IT skills to communicate effectively with clients.

Why Join Us:
  • Competitive remuneration package
  • Opportunities for career progression and professional growth
About Us:

IDEX Consulting is a dynamic and forward-thinking wealth management firm dedicated to delivering exceptional services to our clients. We value innovation, teamwork, and continuous learning.


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