At a Glance
- Tasks: Deliver high-quality financial advice on investments, pensions, and tax-efficient planning.
- Company: Join IDEX Consulting, a growing firm with a supportive advisory team.
- Benefits: Inherit an existing client bank and enjoy strong support from paraplanning teams.
- Other info: Hybrid working model with excellent long-term progression opportunities.
- Why this job: Make a real impact in clients' financial lives while progressing your career.
- Qualifications: Proven experience in financial planning and client management required.
The predicted salary is between 50000 - 70000 £ per year.
IDEX Consulting is seeking an experienced Financial Planner to join its advisory team in Warwick. This position offers the chance to inherit an existing client bank and deliver high-quality financial advice across various areas such as investments, pensions, and tax-efficient planning.
The ideal candidate will have proven experience in financial planning and client management. The role provides strong support from paraplanning and administrative teams along with opportunities for long-term progression within a growing firm.
Senior Financial Planner — Hybrid & Established Client Bank employer: IDEX Consulting
IDEX Consulting is an exceptional employer that values its employees by providing a supportive work environment and a strong foundation for professional growth. With a hybrid working model and the opportunity to manage an established client bank, employees benefit from a collaborative culture and dedicated resources that enhance their ability to deliver top-notch financial advice. The firm prioritises long-term career development, making it an ideal place for those seeking meaningful and rewarding employment in the financial planning sector.
