IDEX Consulting Ltd

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Independent Financial Planner

IDEX Consulting Ltd

Lancashire | 5 day ago

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    Independent Financial Planner

    Lancashire | IDEX Consulting Ltd

    Job Details
    Category: Banking & Financial Services
    Posted 5 days ago

    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.Essential

    • 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 or email

    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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