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Job Category: Accounting/Finance

Job Source: NRBjobs.com

Job Summary

25
  • No. of Vacancy: N/A
  • Job Location: Northamptonshire , East Midlands
  • Employment Type: Full Time
  • Salary: £50,000 per annum
  • Gender: Any
  • Age Limit: N/A
  • Experience: N/A
  • Career level: Mid-Senior level
  • Posted On: Feb 23, 2019
  • Application Deadline: Mar 25, 2019

Job Description/Responsibility

  • A Chartered, fee-based financial planning practice is looking to grow the advisory team with a Level 6 qualified, Chartered Financial Planner. The firm have an existing bank of clients who are predominantly wealthy private clients managed on a fee-based basis.
  • The nature of the role will be to help grow the FUM by servicing the existing clients and in addition to work closely with the clients and professional connections to develop initiatives to acquire new clients.
  • As an authorised individual you will have experience of delivering fee-based advice, investment management and have a strong work ethic. If you have a small bank of clients or recurring income the firm will happily negotiate a high salary to compensate the value of them.
  • They will provide you with full administration, paraplanning and compliance support along with full study support towards professional qualifications.
  • Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. 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. If your application is unsuccessful, the information supplied may still 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.

Experience Requirements

  • N/A

Education Requirements

  • N/A

Skills Requirements

  • N/A

Compensation/Benefits

  • N/A

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About the Company

Company Name: IDEX Consulting Ltd.
Address: The Colmore Building 20 Colmore Circus, Queensway Birmingham B4 6AT, , UNITED KINGDOM

Company Profile: IDEX Consulting is an innovative, independent Recruitment and Talent Management Consultancy specialising in the General Insurance, Financial Services and Legal sectors. We pride ourselves on professionalism, service and delivery; enhancing lives and businesses through a consultative approach to career and talent management. Our mission is to continually offer a quality and personal service based on our values: Trust, Pride and being a Solutions Led innovator. A key differentiator for us is that we do not target our staff on activity; we focus on results. The priority for us is to place the right person in the right job. We encourage this way of working in order to identify the correct solution for a client or candidate, not a quick win outcome.

Company Website: https://www.idexconsulting.com/

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