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IDEX Consulting Ltd
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Birmingham, West Midlands
Financial Planner
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Job Type: Full-time |
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Salary: £55,000 per annum |
Overview
Let's keep this snappy This is a unique opportunity for an experienced Financial Planner to take over a small IFA business, 5 years from joining. Let's cut to the chase, a client of mine is looking for a qualified, experienced and ethical Financial Planner to take over £30m of FUM in the next 5 years and allow you to have the recurring revenue, admin and office set up. You will join as an employee of the business to begin with and then in 5 years time set up as self-employed, allowing you to officially take on the business and financially benefit from the recurring income. From when you join, the owner of the client bank will introduce you to all the clients and start handing things off into your control. They have an office set up, but you will have the choice to work from home. What we're looking for is someone who can manage themselves, professional, ethical and of course, qualified. The FUM is £30m. A large proportion of the clients are later life and retired and based in the Midlands area. The advice given is mainly around p.ensions and investments. Sound good, certainly would to me if I was a Financial Planner. Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 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.