Chartered Financial Planner
Job Description
Job title: Chartered 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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Chartered Financial Planner
Job details Posted 26 February 2024 Salary£70000.00 – £100000.00 per annum LocationBirmingham Job type Discipline Expiry 05 June 2024 Reference40961_1708965581
Consultant
Business Manager
Chartered Financial Planner
Job description
Would you like to work with high net worth clients, have autonomy to grow a book and benefit from a rich supply of client referrals from internal resources?
The role is an employed position and depending on experience, is paying a salary between £70,000 – £100,000 plus bonus on initial fees and recurring.
You will take on existing clients and look to grow and develop this from internal leads and cross-business referrals from an investment team, working with wider family members and developing your network.
Another benefit is access to a mentor upon joining offering support in upskilling, in specialist areas.
Whilst this firm is a large national business, you will operate as part of a close knit regional team in the Midlands with full admin, paraplanning and back office support.
Based from home and central Birmingham offices.
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 – 100000 per year
Location: Birmingham
