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Financial Planner

IDEX Consulting Ltd
Posted 11 days ago, valid for 14 days
Location

Pulborough, West Sussex RH20 2JU, England

Salary

£36,000 - £43,200 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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  • A reputable Financial Planning practice in Sussex seeks an experienced, chartered Financial Advisor to join their successful team.
  • The position offers a client book to inherit from day one, high earning potential, and hybrid working arrangements.
  • Candidates should have a proven track record in business development and a professional network for referrals, with a focus on high net worth clients.
  • The role includes full support in paraplanning, administration, and compliance, with opportunities for career growth.
  • The ideal candidate should have several years of experience and a commitment to ethical, consultative practices.

A highly regarded Financial Planning practice in Sussex are looking to add an experienced, chartered Financial Advisor to their existing high performing team. This is a superb opportunity for the following reasons:

  • Client book to inherit on day 1
  • High earning potential
  • Hybrid/flexible working
  • Full paraplanning, administration and compliance support
  • A broad range of advice dealing with a core high net worth client portfolio
  • Ambitious growth plans that will present various career development opportunities
  • A company that truly embraces technology to improve the client experience and improve efficiency's

What we are looking for:

  • An experienced, Chartered Financial Advisor (or very close to) that can demonstrate long term success in the role
  • Someone who can demonstrate success in new business development and client generation
  • Proven history of developing a professional connection network with referrals from accountants, solicitors, mortgage brokers etc
  • Ethical, consultative and looking for a long term position where you can make a real difference to this organisation.

This is a superb Financial Advisor opportunity based in Sussex with back office support, top level salary, superb bonus and overall earning potential and flexible working.

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.

Apply now in a few quick clicks

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.