Financial Planner

Recruiter
IDEX CONSULTING LTD
Location
Leamington Spa
Salary
£40,000 - £49,999
Posted
19 Sep 2019
Closes
19 Oct 2019
Ref
1222703346
Category
Accounting
Contract Type
Permanent
Hours
Full Time
Your new company

Your new job working as a Financial Planner will be working with a regional firm based in Leamington. They are an independent business with structured plans for growth, offering their employees genuine opportunity for progression. An opportunity has arisen for a Financial Planner to join the Leamington office. You will be joining a team of experienced Financial Planners who provide an award-winning service, retaining and working with various sized clients across the West Midlands and Warwickshire.

Your new role
  • Your new job working as a Financial Planner is an all-encompassing role, where you will be required to follow up on leads provided and development business
  • You will manage your own diary and have the option to work from home or one of their regional offices
  • This role is an outstanding opportunity for a driven, ambitious and experienced Financial Planner, who enjoys working with high net worth clients
  • You will be rewarded for both ongoing and new business that you manage (very competitive bonus scheme)

What you'll need to succeed
  • Your previous experience working as a Financial Planner, managing relationships and a portfolio of customers, will contribute to your success in securing this role
  • You will have proven previous experience in developing a client bank, retaining relationships and developing new business
  • You will be either chartered or working towards chartership

What you'll get in return

You'll be offered a competitive salary of £55,000 - £70,000, plus bonus and a benefits package. You will have the backing of an ambitious firm and be joining a firm who have a clear strategy for growth

How to apply

To discuss this opportunity, please contact Ricardo Manouchehri, or apply with the latest copy of your CV. We look forward to hearing from you!

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still be retained for up to 3 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.

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