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Senior Chartered Financial Planner

Senior Chartered Financial Planner

IDEX Consulting Ltd

Posted 11 days ago, valid for 14 days

Birmingham, West Midlands B27 6QS, England

£25,000 - £30,000 per annum

Full Time

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Sonic Summary

The position is for a Director/Senior Chartered Planner at a prestigious Investment and Financial Planning firm in the West Midlands.
The role involves managing a full book of existing clients, approximately 100-120, with an average value exceeding £1 million.
The base salary for this position ranges from £100,000 to £140,000, supplemented by bonuses, a share scheme, and a health and medical package.
Candidates should have significant experience as a Senior or Director level Financial Planner, ideally with chartered status and strong technical and relationship skills.
This opportunity offers exposure to high-quality clients and a career-defining role within a top-tier firm.

Opportunity to join a top tier Investment and Financial Planning firm as a Director/ Senior Chartered Planner in the West Midlands. This is an excellent opportunity to take over a full book of existing clients circa 100-120 with average value in excess of £1million as part of succession planning for an established Director Financial Planner due to leave the industry next year. Highlights include:Base salary £100,000 - £140,000 with bonuses, share scheme and health and medical package.A full book of high value clients £1million+ with no requirement to bring existing clients.Quality FP and IM client and professional connections in place.Offices in central Birmingham location with agile home working flex.This appointment will suit a Senior or Director level Financial Planner, ideally chartered with strong technical ability and relationship skills, who is seeking exposure to high quality clients and a genuine career defining opportunity with a top tier firm.

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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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