IDEX, a national wealth management firm, invites an experienced Senior Financial Planner to join its growing team and inherit an established client bank of roughly £60m AUM across 110 households in Cornwall and Devon.
The role offers fully remote working, a strong recurring revenue stream (70% of ongoing revenue), and support from dedicated Paraplanning and Client Services teams, with opportunities to expand in a well-regarded national firm.
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Senior Chartered Financial Planner - Remote, £60M AUM employer: your Jared
Leidos UK & EUROPE is an exceptional employer that fosters a collaborative and innovative work culture, where your expertise as a Senior Cloud Solutions Architect will be valued and nurtured. With a strong focus on employee growth, we offer numerous opportunities for professional development and career advancement, all while working in a dynamic environment that prioritises security-driven solutions. Join us in a location that not only supports your career aspirations but also encourages a healthy work-life balance and a commitment to making a meaningful impact.
