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Strategic Financial Planning Expert

1 month ago

Birmingham, Birmingham, United Kingdom IDEX Consulting Full time

Experienced in providing high-quality financial planning advice, IDEX Consulting seeks a skilled Associate Financial Planner to excel in client-centric goals-based lifestyle focus.

This role involves working closely with an existing partner to refine and develop exceptional Financial Planning skills.

The ideal candidate will have a deep appreciation for cash flow management and goals-focused financial planning.

We offer competitive remuneration, commensurate with experience. Our estimated salary range for this position is $60,000 - $80,000 per annum, depending on qualifications and location.

About the Role:

  • Deliver top-notch financial planning services with a strong emphasis on client satisfaction
  • Collaborate with our experienced partner to enhance and fine-tune your skills
  • Develop a comprehensive understanding of cash flow management and goals-focused financial planning

Benefits:

  • A supportive work environment that fosters growth and development
  • Ongoing training and mentorship opportunities
  • A competitive salary package and benefits