Financial Planner - £400k book to inherit
IDEX Consulting
Coventry, West Midlands
4d ago

We have been retained by an independent financial advising firm to lead the search for an Financial Planner to take over a £400k book of business from a retiring IFA.

The ideal Advisor will have strong experience of dealing with estate planning and other complex cases.

Please contact Ricardo Manouchehri in confidence.

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.

Report this job
checkmark

Thank you for reporting this job!

Your feedback will help us improve the quality of our services.

Apply
My Email
By clicking on "Continue", I give neuvoo consent to process my data and to send me email alerts, as detailed in neuvoo's Privacy Policy . I may withdraw my consent or unsubscribe at any time.
Continue
Application form