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Remote Financial Adviser - Co. West Midlands, United Kingdom - IDEX Consulting
Description
Financial Planner - West MidlandsQuality book of clients projected at £30 million.
Idex have partnered with a West Midlands based Financial Planning firm to support a succession plan for a retiring Financial Adviser.
This chartered independent advice firm has built an exceptional reputation providing quality client centric financial planning.A long-standing successful Financial Planner is planning to retire this year and transfer their book to the newly appointed adviser who will service and develop existing clients and continue promote the excellent reputation of the firm.
In addition there will be full localised paraplanning, back office support and the latest adviser and cash flow modelling tools.
The business takes a very relaxed approach offering autonomy to work remotely or from their offices and manage your own diary.
Essential requirements include working as regulated Financial Adviser and qualified to at least Level 4 Diploma or Chartered.Salary £60,000-£80,000 plus bonus and benefits has been suggested for this position.
Visit the IDEX Consulting Ltd website for further opportunities.
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Our Diversity, Equity and Inclusion MissionAt IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work.
We are committed to driving conscious inclusion across our business and creating equitable pathways.#
