Financial Planner

Employed Financial Planner | Manchester
£negotiable plus benefits, bonus

We're partnered on a retained basis with a private equity backed national wealth and financial planning practice holding over £2bn FUM in their search for a Financial Planner to join the growing office in Manchester.

The firm is able to provide strong operational and technical support with a highly qualified team of Paraplanners and have invested heavily into leading technology that allows Advisers to access client portfolios remotely. You will have access to existing and orphan clients with a flow of new business that is derived from the employee benefits division, professional introducers and referrals.

Candidates will be able to demonstrate a background in delivering solutions-led financial planning to wealthy private clients and be comfortable in charging fees. Commercially astute the Financial Planner will be expected to build his or her fund base and provide a continued services in line with the firm's values.

-Competitive base salary
-Leading bonus structure
-Benefit arrangement
-Strong employer brand
-Remote working

Applicants must be have a transferable client portfolio of c.£5mil FUM and hold QCF Level 4 or above.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful