Financial Planner

Company:  IDEX Consulting Ltd
Location: East Sussex
Closing Date: 19/10/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description
Financial PlannerSussex (hybrid working with occasional visits to office required)Fully negotiable salary and high OTEA highly regarded Financial Planning practice in Sussex are looking to add an experienced, chartered Financial Advisor to their existing high performing team. This is a superb opportunity for the following reasons:Client book to inherit on day 1High earning potentialHybrid/flexible workingFull paraplanning, administration and compliance supportA broad range of advice dealing with a core high net worth client portfolioAmbitious growth plans that will present various career development opportunitiesA company that truly embraces technology to improve the client experience and improve efficienciesWhat we are looking for:An experienced, Chartered Financial Advisor (or very close to) that can demonstrate long term success in the roleSomeone who can demonstrate success in new business development and client generationProven history of developing a professional connection network with referrals from accountants, solicitors, mortgage brokers etcEthical, consultative and looking for a long term position where you can make a real difference to this organisation.This is a superb Financial Advisor opportunity based in Sussex with back office support, top level salary, superb bonus and overall earning potential and flexible working.
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IDEX Consulting Ltd
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