Independent Financial Planning Consultant

1 month ago


Birmingham, Birmingham, United Kingdom IDEX Consulting Full time

About our client:

A directly authorised financial planning business with a highly capable back office and compliance team. Our client is a trusted advice firm offering complete independent financial advice, tax planning, and investment planning to private clients and business owners.

Job Description

This is an exceptional opportunity for an established Senior Financial Planner/Adviser who wishes to realise value in existing client relationships within a secure employed package. Receive a pre-agreed earn-out with the security of a salary and benefits package. Day-to-day responsibility includes delivering customer-centric financial planning to new and existing clients.

Requirements

This role will suit an experienced Financial Planner/Financial Adviser with strong client relationships/following. Key requirements include:

  • Proven track record of building and maintaining successful client relationships
  • Excellent communication and interpersonal skills
  • Ability to provide high-quality financial planning advice to clients

We offer a full employed package including a competitive salary (£60,000 - £80,000 per annum), car allowance, and bonus opportunities. Local back office and technical support teams are available to assist you in your role.

Benefits

In addition to a competitive salary and benefits package, we offer:

  • A guaranteed 1st year bonus to support your non-solicitation period
  • Opportunities for professional development and growth within the company

We are committed to providing a supportive and collaborative work environment that allows our employees to thrive and succeed.



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