Car Finance Specialist

1 month ago


West Midlands Combined Authority, United Kingdom IDEX Consulting Full time

About IDEX Consulting


IDEX Consulting, a leading financial planning business, is seeking a skilled Financial Planner to provide high-quality, client-centric financial planning advice with a focus on lifestyle planning.


This trusted financial services firm offers independent and holistic planning across financial planning and tax planning to high net worth individuals and business owners.


Role Description


Deliver exceptional client-focused financial planning to new and long-standing clients, utilizing a goals-based approach to financial planning.


Requirements


Be a client-centric Financial Planner with a passion for cash flow and goals-focused financial planning.



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