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Financial Planner Equity Partner, Birmingham
Client: IDEX Consulting
Location: Birmingham, United Kingdom
Job Category: Finance
EU work permit required: Yes
Job Reference: 07603c646472
Job Views: 67
Posted: 11.04.2025
Expiry Date: 26.05.2025
Job Description:
About our client:
I am retained to support an industry recognised and highly successful practice. Our client is an independent financial planning firm offering modern day approach to financial and wealth solutions for private individuals and business owners. This is an excellent opportunity for an established Financial Planner to become a partner at a top Midlands firm with a high-quality client proposition that includes passive, active and balanced capabilities.
Role description:
Following impressive success over recent years my client is seeking a talented individual to be a part of the next stage of their journey.
Key objectives include:
1. Contribute towards growth and vision of the firm.
2. Deliver client centric financial planning to private individuals/families and business owners.
3. Build an equity share in the business from day one.
Suitable candidate:
An established Financial Planner with excellent client relationship skills. An appreciation for fee based financial planning. A strong networker capable of building long lasting client relationships and working with professional connections. Advanced Diploma Level 6 preferred.
Contact: Keith Enright
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