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Senior Financial Planner Opportunity

2 months ago

Birmingham, Birmingham, United Kingdom IDEX Consulting Full time
Senior Financial Planner Opportunity

Are you a seasoned financial planner looking for a new challenge? We have an exciting opportunity for a Senior Financial Planner to join our team at IDEX Consulting in the West Midlands.

This role offers a unique chance to take over a full book of high-value clients, with average values exceeding £1 million. You will be responsible for providing expert financial planning and investment management services to our clients, leveraging your technical ability and relationship skills to build strong connections.

Key Highlights:

  • Competitive salary range of £100,000 - £140,000, plus bonuses, share scheme, and health and medical package.
  • A full book of high-value clients, with no requirement to bring existing clients.
  • Quality financial planning and investment management client and professional connections in place.
  • Flexible working arrangements, with offices in central Birmingham and agile home working options.

This appointment is ideal for a Senior or Director-level Financial Planner, chartered with strong technical ability and relationship skills, seeking exposure to high-quality clients and a genuine career-defining opportunity with a top-tier firm.