IDEX Consulting Ltd in Fareham is seeking an experienced Financial Planner to join a national firm during a structured succession. You will inherit and grow an existing client base, deliver holistic financial planning, and build client relationships during a period of transition.
The role offers a clear succession pathway, potential for 35% bonus on new business in year 1 and a 3x salary-based bonus in year 2+, with additional bonuses for transferring client assets and a 5% flexible benefits pot.
#J-18808-LjbffrSuccession-Ready Financial Planner – Inherit £10m AUM in Fareham employer: IDEX Consulting Ltd
IDEX Consulting Ltd is an excellent employer that values innovation and integrity, offering a dynamic work culture where compliance and operational excellence are at the forefront of business growth. With flexible working arrangements and a commitment to employee development, team members are empowered to shape processes and drive meaningful change within the insurance sector. Join us in a role that not only challenges you but also rewards your contributions in a supportive environment.
