IDEX Consulting Ltd

Financial Planner

Job Location

St. Albans, United Kingdom

Job Description

Financial Planner St Albans - Hertfordshire Salary – Negotiable but circa £65,000 - £75,000 plus company benefits and high OTE Hybrid position Are you an experienced Financial Advisor looking for a role where you will benefit from inheriting a steady stream of established clients? Do you have the skills and ability to also grow a book of clients from referrals, professional connections, marketing and networking? Finally are you based in the Hertfordshire area and interested in a hybrid office/home position? I have a superb opportunity to join an established practice, with full admin and paraplanning support, to facilitate a gradual transition of clients from the practice principal. This will provide you with a very strong existing base to develop your client bank from and a lot of high calibre referral opportunities. You will be used to dealing with clients in the high net worth space, be a strong team player who will contribute to the growth and success of the practice, and be able to advise across the full advice product range. This is a top drawer position and a wonderful opportunity for the person who secures it. I would be happy to speak to you confidentially about this opportunity or please submit your CV and we can arrange a time to speak.

Location: St. Albans, GB

Posted Date: 6/13/2025
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Contact Information

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IDEX Consulting Ltd

Posted

June 13, 2025
UID: 5215343731

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