About our client

An expanding lifestyle focused financial planning business has an opportunity for a Financial Planner to offer true client centric, high quality financial planning advice with a goals-based lifestyle focus.

this trusted advice firm offer independent and holistic planning across financial planning and tax planning to wealthy families and business owners.

Role description

Deliver quality client centric financial planning to new and long-standing clients.
Be integral part of the team contributing to ongoing growth and success of the firm.

Requirements

Be a client focused Financial Planner / Financial Adviser.
Ideally Level 6 or progression towards.
An appreciation for cash flow and goals focused financial planning.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 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.

Our Diversity, Equity and Inclusion Mission

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.