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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 relationshipsGuaranteed 1st year bonus to support non-solicitation periodAbout our clientA 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 descriptionThis 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
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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.
