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Financial Planner, once in a blue moon opportunity

IDEX Consulting Ltd
Wembley, North West London, United Kingdom
Competitive Salary
Closing date
Jan 15, 2022

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Job Role
Contract Type
Full Time
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A once in a blue moon opportunity...................
Allow me to paint a picture so you can visualise what your next career move may look like with this wealth management firm. I am going to use the name Tim to keep things confidential and of course for GDPR's sake. Tim has been in the industry for over 30 years and has developed a large book of business to the value of £45m of FUM. Tim comes highly recommended by his clients who he has provided financial planning for individuals and business owners who value the impartial expertise, dependability and clarity.

What am I getting at you may ask? Well, Tim is retiring in 2022 and, as a result, we are seeking a senior Financial Planner to undertake a handover before taking over full responsibility for managing and developing the existing client bank.

You will be managing a book made up of pre and post retired clients, Senior employees, Directors and Business Owners of large construction companies.

Sound good so far? Well it get's better, all but two clients come directly into the office for meetings, so no more silly hours in the car travelling up and down the country 5 days a week.

The opportunity does not stop there. As you grow into the position and demonstrate capability, you will have a clear path to become a local Director and head up the region, and this will of course, come with a healthy uplift on your remuneration.

So, if you feel you have what it takes to take on and develop a large book of HNW clients, have the appetite and ambition in time, to lead a region, then get in touch. No CV needed, just drop Ricardo Manouchehri a note, or contact him on .

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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