IDEX Consulting Ltd

Chartered Financial Planner

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Job Location

Nottingham, United Kingdom

Job Description

Financial Planner Nottingham £85,000 - £110,000 basic salary annual, discretionary bonus Chartered status (or studying towards) required A leading DFM business are looking for an additional Financial Planner to join their busy offices in Nottingham. The successful candidate will have responsibility for the development and subsequent management of a financial planning client base. You will lead business development activities, aligned to the group strategy and work to exceed targets. You will have a comprehensive understanding of core Financial Planning solutions and will have built knowledge through exposure to client planning scenarios. The business has capacity for you to inherit HNW clients when you join, giving you a very supportive environment and opportunity to quickly learn processes and allow you to hit the ground running by getting out to meet with long-standing clients. The businesses offers a collaborative culture that enjoys each others successes and demonstrates longevity across the team.

Location: Nottingham, GB

Posted Date: 1/10/2025
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IDEX Consulting Ltd

Posted

January 10, 2025
UID: 4984515858

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