A leading DFM business are looking for an additional Financial Planner to join their busy offices in Nottingham.

The successful candidate will have responsibility for the development and subsequent management of a financial planning client base. You will lead business development activities, aligned to the group strategy and work to exceed targets. You will have a comprehensive understanding of core Financial Planning solutions and will have built knowledge through exposure to client planning scenarios.

The business has capacity for you to inherit HNW clients when you join, giving you a very supportive environment and opportunity to quickly learn processes and allow you to hit the ground running by getting out to meet with long-standing clients.

The businesses offers a collaborative culture that enjoys each others successes and demonstrates longevity across the team.

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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.