Financial Planner - South West England, United Kingdom - IDEX Consulting Ltd

IDEX Consulting Ltd
IDEX Consulting Ltd
Verified Company
South West England, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

My client is a National Wealth management firm who have an opportunity in the South West for a Financial Planner to join the team.

Working with some existing clients but being able to source your own clients and be comfortable in doing so, is a necessity for the role.

The successful applicant will be minimum Level 4 qualified (ideally working towards Chartered if not already) and been advising clients.

Working alongside the IM side of the business, the successful applicant should be capable of building relationships both internally and externally to generate client referrals.


In return the appointed Financial Planner will receive:

  • Basic Salary £50k
  • £70k DOE
  • Generous Bonus Scheme
  • 4x DIS
  • Pension provision
  • PHI
The role can be situated in Exeter, Plymouth or Cornwall.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit.

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