Financial Planner
Job Description
Job title: Financial Planner
Company: IDEX Consulting
Job description: Access real-time salary data on over 600 roles across 40 different specialisms across the General Insurance, Financial Services and Legal professions.
Our 2023 Salary & Benefits Guide is here!
Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.
Access insights now!
Our 2023 Salary & Benefits Guide is here!
Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.
Access insights now!
Our 2023 Salary & Benefits Guide is here!
Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.
Access insights now!
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Financial Planner
Job details Posted 30 January 2024 Salary£60000.00 – £70000.00 per annum LocationSheffield Job type Discipline Expiry 09 May 2024 Reference40441_1706621195
Consultant
Managing Consultant
Financial Planner
Job description
IDEX Consulting are working in partnership with an advisory business that has seen strong growth during 2023 with significant acquisitions across Yorkshire. With an internal DFM proposition, the business is well placed in the market to continue its growth strategy.
The team provides comprehensive, professional and independent advice to clients, who appreciate the bespoke and first-class service delivered by the experienced, reliable and reputable team.
Currently, there is an opportunity for a Financial Planner to join the business within their Sheffield base due to succession planning.
The successful individual will join a strong team unit and have access to clients to help find your feet. Naturally, you will then be encouraged to utilise your own external network to continue to generate new business.
The ideal candidate will be Level 4 Diploma qualified (Chartered qualified is beneficial).
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.
Expected salary: £70000 per year
Location: Birmingham
