Financial Planning Director

1 month ago

Brighton, Brighton and Hove, United Kingdom IDEX Consulting Full time
Lead a Team of Financial Planners

We are seeking an experienced Financial Planning Leader to join our team at IDEX Consulting. As a key member of our team, you will be responsible for leading a team of 5 Financial Planners and providing advice to clients.

This is an opportunity to create a powerhouse in Sussex, working with a household name that values autonomy and innovation. You will have the freedom to put your stamp on things and make a name for yourself.

The team is comprised of 4 experienced Financial Planners and 1 Junior Planner. We are looking for someone with management experience, a thirst for growth, and a drive to take the team and region forward.

You will be rewarded with an above market salary of up to £120,000, plus two bonus schemes, one for business written and one for team performance, and of course, benefits.

Key Responsibilities:

  • Lead a team of Financial Planners
  • Provide advice to clients
  • Manage a team of 5 Financial Planners
  • Drive growth and innovation in the region

Requirements:

  • Experience in Financial Planning
  • Management experience
  • Thirst for growth and innovation
  • Ability to lead from the front

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