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Senior Independent Financial Adviser

IDEX Consulting Ltd
Posted 19 days ago, valid for 3 days
Location

Birmingham, West Midlands B27 6QS, England

Salary

£24,000 - £28,800 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The position is for a Senior Financial Planner/Adviser with a competitive salary, car allowance, and guaranteed first-year bonus.
  • Candidates should have established client relationships and at least five years of experience in financial planning.
  • The role involves delivering customer-centric financial planning to both new and existing clients.
  • The company offers a friendly environment with a capable back office and compliance team, ensuring support during the non-solicitation period.
  • This unique opportunity allows for the realization of value in existing client relationships while providing a secure earnings structure.

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

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.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.