IDEX Consulting Ltd
Closing date
14 Jul 2022

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Contract Type
Full Time
I am currently looking for an experienced Independent Financial Planner to join an award-winning Chartered Financial Planning firm in Cumbria. The role is salaried with benefits and un-capped earnings opportunity.

You will receive full support from a fantastic paraplanning and adviser support team. You will have access to new leads from their Business Development team in addition to a client bank to service and grow.

They are a client centric business who pride themselves on their advice and service, helping clients plan for a life well-lived. Additionally, they support their colleagues with their own growth and development and have attained the Investors in People Gold award for the 4th time.

  • Level 4 Diploma in Regulated Financial Planning is a pre-requisite
  • CAS and Current Statement of Professional Standing
  • Experience as a practicing financial planner
  • Excellent communication skills both written and verbal
  • Able and willing to travel to clients across Cumbria

For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com

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