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Associate Financial Planner

Associate Financial Planner

IDEX Consulting Ltd

Posted 25 days ago, valid for 7 days

Birmingham, West Midlands B27 6QS, England

£24,000 - £28,800 per annum

Full Time

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Sonic Summary

An expanding boutique financial planning business is seeking an Associate Financial Planner to provide client-centric financial advice with a focus on lifestyle goals.
The role involves working closely with a partner to enhance financial planning skills and manage a high-quality client portfolio.
Candidates should have a Level 4 diploma and aim to achieve Level 6/chartered status, with a preference for those with some experience in financial planning.
The position is suitable for Junior Financial Planners or Associate Financial Planners who appreciate cash flow and goal-focused strategies.
The salary for this role is competitive, reflecting the experience level required.

About our clientAn expanding boutique financial planning business with an opportunity for an Associate Financial Planner to offer true client centric, high quality financial planning advice with a goals-based lifestyle focus. This trusted advice firm offer independent and holistic planning across financial planning and tax planning to wealthy families and business owners.Role descriptionWork closely with an existing partner of the firm to develop and fine-tune your Financial Planning skills and offer long-term advice to clients.Inherit high quality and value client portfolio.RequirementsWill suit a Junior Financial Planner or Associate Financial Planner. Level 4 diploma with goal of becoming Level 6 / chartered.An appreciation for cash flow and goals focused financial planning.

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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.

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