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Financial Planner - £400k book to inherit

IDEX Consulting Ltd
Stratford-Upon-Avon, UK
Closing date
21 Jan 2021

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Job Details

We have been retained by an independent financial advising firm to lead the search for an Financial Planner to take over a £400k book of business from a retiring IFA. The ideal Advisor will have strong experience of dealing with estate planning and other complex cases.

Please contact Ricardo Manouchehri in confidence.

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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