Senior Independent Financial Adviser
other jobs IDEX Consulting Ltd
Added before 3 Days
- England,West Midlands,Birmingham
- full-time
- £60,000 - £90,000 per annum
Job Description:
Full employed package including salary, car allowance and bonus
Local back office and technical support team
Grade A client friendly central office
Realise value in your existing client relationships
Guaranteed 1st year bonus to support non-solicitation period
About our client
A friendly directly authorised financial planning business with a highly capable back office and compliance team.
My client is a trusted advice firm offering complete independent financial advice, tax planning and investment planning to private clients and business owners.
Role description
This is a unique opportunity for an established Senior Financial Planner / Adviser who wishes to realise value in existing client relationships within an employed package.
Receive a pre-agreed earn-out with the security of a salary and benefits package.
This is a unique opportunity that will also guarantee your current earnings in year one and support the novation of existing client relationships post any solicitation period.
Upon exit a pre-agreed value will be offered for clients on-boarded during time with the firm.
Day-to-day responsibility of delivering customer centric financial planning to new and existing clients.
Requirements
This opportunity will suit an established Financial Planner / Financial Adviser with strong client relationships / following.
-
Your contact is Keith Enright
Idex Consulting
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Local back office and technical support team
Grade A client friendly central office
Realise value in your existing client relationships
Guaranteed 1st year bonus to support non-solicitation period
About our client
A friendly directly authorised financial planning business with a highly capable back office and compliance team.
My client is a trusted advice firm offering complete independent financial advice, tax planning and investment planning to private clients and business owners.
Role description
This is a unique opportunity for an established Senior Financial Planner / Adviser who wishes to realise value in existing client relationships within an employed package.
Receive a pre-agreed earn-out with the security of a salary and benefits package.
This is a unique opportunity that will also guarantee your current earnings in year one and support the novation of existing client relationships post any solicitation period.
Upon exit a pre-agreed value will be offered for clients on-boarded during time with the firm.
Day-to-day responsibility of delivering customer centric financial planning to new and existing clients.
Requirements
This opportunity will suit an established Financial Planner / Financial Adviser with strong client relationships / following.
-
Your contact is Keith Enright
Idex Consulting
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Job number 1668136
metapel
Company Details:
IDEX Consulting Ltd
Company size: 20–49 employees
Industry: Recruitment Consultancy
’Taking Pride in Making You Successful’IDEX Consulting is an innovative, independent Recruitment and Talent Management Consultancy special...