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Chartered Financial Planner - Inherit Clients & Growth Equity

Job in Birmingham, West Midlands, B1, England, UK
Listing for: IDEX Consulting Ltd
Full Time position
Listed on 2026-06-28
Job specializations:
  • Finance & Banking
    Banking & Finance, Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 100000 GBP Yearly GBP 100000.00 YEAR
Job Description & How to Apply Below

IDEX Consulting Ltd is seeking a Chartered Financial Planner in Birmingham, offering an attractive salary up to £100,000 and an established client bank. This role is part of a fast-growing wealth management business, focusing on delivering exceptional financial planning.

The ideal candidate will have strong interpersonal skills, experience in managing client relationships, and a commitment to a client-first approach. Join a high-performing team that values performance and growth.

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