Job description Very straight forward and no nonsense! This firm have completed an acquisition and have too many clients they can handle, good problem to have of course.
You guessed it, they are looking for an experienced Financial Planner to come in and take on a large book of clients, all of very good case size values.
You will have full autonomy over your diary, ability to work from home or the offices, along with full paraplanning and admin.
The business are a reasonable sized firm, big enough to offer the right structure to their employees, but keen to grow due to client demand.
This is once in a blue moon opportunity to come in, take on an existing book of business, put your own stamp on things by growing the book with quality and earn in excess of £k.
What's more, which we can discuss in more detail, is the opportunity to take a stake in the firm over time.
The role is employed and is offering a salary of up to £80, (DOE), plus bonus and benefits.
Senior Financial Planner, Luton
80 £
Senior Financial Planner, Luton
United Kingdom, Bedfordshire, Luton,
Modified March 14, 2025
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80 £ / Dayly
Employer's info
We pride ourselves on professionalism, service and delivery; enhancing lives and businesses through a consultative approach to both talent and business management consultancy.
Our mission is to continually offer a quality and personal service based on our values: Trust, Pride and being a Solutions Led innovator.
Mission
Aspire to be the best in class recruitment and business growth consultancy by combining individual expertise with emerging technology.
Values
Innovative - We're ahead of our game. Our industry is constantly in motion, always changing, always evolving. We look forward by learning from the past and by developing solutions that work for you and your team.
Courageous - We have the courage to do things differently, to create the most impact on the business and people we work with.
Aspirational We believe we all deserve better, we unlock the power of people to change futures.
Our values provide the framework for how we do business at IDEX. They guide us in everything we do - from key business decisions to day-to-day activities.
