Chartered Financial Planner

A national Wealth Management business are looking to hire a Chartered Financial Planner to their existing, long-standing team.

Due to a continued increased in AUM, along with succession planning, HNW clients are available to inherit, helping you hit the ground running and quickly settle into the team.

The business requires the successful applicant to have in-depth knowledge of Financial Planning and client advice & In-depth knowledge of complex and higher risk advice areas (eg EIS/VCT/Business Relief/IHT/Trusts).

The business supports and encourages the team to continuously look to introduce new clients via a variety of means, meaning the new addition needs to be a pro-active character and demonstrate a proven ability to build and maintain relationships with professional introducers and/or attending various network events.

The office has a collaborative approach, working closely with an established Investment Management team. Additionally you will receive full paraplanning and administrative support.

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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.