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Posted by IDEX Consulting Ltd • £100K/yr to £140K/yr
General
Opportunity to join a top tier Investment and Financial Planning firm as a Director/ Senior Chartered Planner in the West Midlands.
This is an excellent opportunity to take over a full book of existing clients circa 100-120 with average value in excess of £1million as part of succession planning for an established Director Financial Planner due to leave the industry next year.
Highlights include
Base salary £100,000 - £140,000 with bonuses, share scheme and health and medical package.
An exciting opportunity has arisen for aDirector-level Chartered Financial Plannerto join the Birmingham office of an International Wealth & Investment Management organisation.
The successful candidate will step into a senior, established role, inheriting an exceptional portfolio of high-net-worth (HNW) clients.
This vacancy has become available following the departure of a long-standing Director, who is taking a career break.