Independent Financial Planner

2 weeks ago


StokeonTrent, United Kingdom IDEX Consulting Ltd Full time

I am currently looking for an experienced Independent Financial Planner to join an award-winning Chartered Financial Planning firm in Stoke on Trent. The role is salaried with benefits and un-capped earnings opportunity.
You will receive full support from a fantastic paraplanning and adviser support team. You will have access to new leads from their Business Development team in addition to a client bank to service and grow.
They are a client centric business who pride themselves on their advice and service, helping clients plan for a life well-lived. Additionally, they support their colleagues with their own growth and development and have attained the Investors in People Goldaward for the 4th time.
**Essential**
- **L**evel 4 Diploma in Regulated Financial Planning is a pre-requisite
- CAS and Current Statement of Professional Standing
- Experience as a practicing financial planner
- Excellent communication skills both written and verbal

For more information please contact Graeme Hyland

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For fullinformation on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.



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