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Financial Planner

2 months 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
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 opportunity for a Financial Advisor to work in a highly regarded Financial Planning practice in Sussex, with a top-level salary, superb bonus, and overall earning potential.