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Chartered Financial Planner

72,000 - 76,000
IDEX Consulting Ltd


Do you consider yourself a big hitting Financial Planner that is either not being rewarded for the levels of business you're writing or feel you have hit a ceiling with your current firm?

Are you in a position whereby the more funds you add under your management your remuneration doesn't reflect this?

Are you now at a stage where you're ready to take on shares within a business and setting yourself up for the future, rather than coasting through the next few years? I'm sure you would agree, there is no better time to make a change then right now.

The outside world is far from perfect right now, but this is an opportunity that comes up every once in a good while.

The firm in question is independent and directly authorised, who will supply ultra-high net worth leads and provide full support around admin and paraplanning.

You will be this firms only Financial Planner covering the Devon and Cornwall area, picking up all of the leads supplied from their sister company who provide insurance to ultra-high net worth individuals. These employees are incentivised to pass leads so its within everyone's interest to make sure it's a collaborative partnership.

The incoming Financial Planner will manage their own diary and have the option to either work from home or from one of two offices in South Devon. You will be remunerated with a base salary of £75,000 a 33% bonus structure and the opportunity to take on shares within the business which will equate to around £1m within a five to seven year period.

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.