Chartered Financial Planner

Financial Planner - Solihull and Warwickshire clients

Idex Consulting have partnered with an expanding chartered financial advice business following a recent acquisition of a Midlands based advice firm.

They now wish to hire a Financial Planner and can offer a selection of quality clients. This opportunity will suit a holistic focused Financial Adviser/ Planner who strives for success and quality outcomes.

Considered salaries between £60,000 to £100,000, attractive bonus structure and full benefits package will be available for the successful candidate. All back-office and paraplanning provided.

Essential Requirements

1. A client centric and technically sound Financial Planner/ IFA ideally qualified to level 6/ chartered.
2. A good understanding of fee based and cash flow planning.
3. Ideal location within reach of clients in Solihull, Warwickshire and surrounding areas.