Associate Financial Planner - Birmingham, United Kingdom - Idex
Description
Take your career to new heights by joining this award-winning top tier integrated Financial Planning and Wealth practice as an Associate Financial Planner.
As one of the largest UK's largest Financial Planning and Professional Services firms, my client offers an industry leading client-centric services and proven development framework.
Responsibilities of role:
Develop your career as a HNW fee focused Financial Planner
Develop relationships with clients and introducer partners
Full local PA, admin support and paraplanning (non-pooled)
Qualifications and skills required:
Diploma Level 4 or equivalent essential
At or working towards Chartered Level 6 preferred
Desire to work with and gain skills to support higher value clients
Suitable for junior Financial Planners/ Advisers
Visit the IDEX Consulting Ltd website for further opportunities.
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Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work.
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