Senior Financial Planner β€” Hybrid & Established Client Bank in Warwick

Senior Financial Planner β€” Hybrid & Established Client Bank in Warwick

Warwick Full-Time No working from home possible
IDEX Consulting

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.

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IDEX Consulting

Contact Details:

IDEX Consulting Recruitment Team