Financial Planner - all clients provided
IDEX Consulting
Birmingham, West Midlands
5d ago

Are you a Financial Planner based in the West Midlands with strong pensions experience? Would you be open to working with a firm who will provide all clients?

Are you open to managing your own diary and working from home? I'm currently working with a regional financial planning firm based in central Birmingham, who specialise in working with senior figures from the public sector, more specifically the NHS.

This client has over 12,000 existing clients and have recently won a two new contracts with the NHS. You will provide advice truly independent advice across all areas, including pensions, investments and protection.

You will have an abundance of leads and clients, along with full paraplanning and back-office support. This client truly believes in Financial Planners doing what they do best and that's advising, not writing reports.

Flexible working is offered, so you will have the choice to work from home or their offices, giving you the chance to manage your own diary.

The successful Financial Planner will be rewarded with a competitive basic salary and bonus structure.

Visit the IDEX Consulting Ltd website for further opportunities. 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.

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