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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
A leading accountancy is currently seeking an experienced Financial Planner for their Birmingham office. Applicants will be Level 4 qualified, articulate and have the ability to work comfortably with wealthy private clients and investors. Comfortable with travelling around the Midlands, you will be highly organised and technically astute. The Financial Planner will be comfortable in positioning fees and providing a first class service to clients. Professional introducers for new business Full technical and administration support Bonus structure based on validation Pension arrangement DIS Business expenses Funding for further qualifications 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.