IDEX Consulting have been retained by a boutique, privately-owned independent wealth management and trustee services business in Leicester, to lead the search for a Financial Planner to join their growing advisory business.

With aspirations to be the leading provider of independent financial advisory, trusteeship and administration services in the UK, our client seeks an entrepreneurial individual who's confident of their client following, has ability to drive new and existing client relationships and face off with new professional connections across the region.

This would be an ideal opportunity for an individual who's become disconnected with large corporate structures, and is looking for a friendly, client-focused, innovative and well-structured practice to further your career.

Key

responsibilities:

• Provide independent, holistic financial advice to a portfolio of new prospective clients
• Work closely with marketing and partnerships to grow reciprocal business relationships
• Develop your brand across the region to help grow prospecting opportunities
• Attend networking events and host seminars to build your regional presence
• Collaborate with colleagues cross functionally to explore new and existing relationships across the business

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