Experienced Financial Services Professional

2 days ago


Birmingham, Birmingham, United Kingdom IDEX Consulting Full time

We are 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 Overview

This is an exciting opportunity for an experienced Senior Financial Planner/Advisor to join our team and take on a senior role in our business. As an established professional in the industry, you will have a proven track record of building and maintaining successful client relationships.

Responsibilities and Requirements

Your key responsibilities will include:

  • Delivering customer-centric financial planning to new and existing clients
  • Working closely with our dedicated back office and technical support teams
  • Collaborating with colleagues to achieve business objectives

We require an experienced Financial Planner/Financial Adviser with strong client relationships/following, excellent communication and interpersonal skills, and the ability to provide high-quality financial planning advice to clients.

Package and Benefits

We offer a full employed package including a competitive salary (£60,000 - £80,000 per annum), car allowance, and bonus opportunities. In addition, 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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