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IDEX Consulting Ltd
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Bristol, Bristol
Senior Financial Planner, client bank provided
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Job Type: Full-time |
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Salary: £55,000 per annum |
Overview
Let's keep this snappy If you're an experienced Financial Planner and open to taking on a client bank, working with a firm who will offer all the back office support needed and allow you to manage your own diary, this could be an opening that sparks your interest. Gone are the days of micro management, writing your own reports, sourcing your own leads and clocking in at 9am and clocking out at 5pm This firm will offer you all the support required to allow a good quality and ethical Financial Planner do what they do best, and that is meet clients and provide advice. Yes, they have a marketing team, so if you like to be pro-active and entrepreneurial, you can take the chance of being creative to look at ways of promoting the brand and yourself as a Financial Planner to attract new business. If that's not your thing, that's not an issue. Regardless, you will inherit a large client bank from day one, giving you the opportunity to hit the ground running and start meeting with clients. They have an established corporate team who cross sell with the Private Client Advisors, so leads are plenty. The firm have invested into technology, have a centralised back office and paraplanning support team and each Financial Planner is allocated a Client Support Manager. If this sounds like something you wish to discuss but don't have an up to date CV, not to worry, feel free to contact me. 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.