Chartered Financial Planner

IDEX Consulting; England; Hybrid; GBP 50,000 - 90,000; Full time

Job summary

A prestigious professional services organization in the UK is seeking an experienced Financial Planner to join their growing team in Kent. The ideal candidate will have a strong track record in managing high-net-worth clients, with an opportunity for significant earnings through an attractive commission structure and equity opportunities within the firm.

Benefits

Highly attractive commission structure

Equity opportunities within the firm

Flexible, hybrid working arrangements

Ready-made portfolio of potential clients

Qualifications

• Proven experience in delivering regulated financial advice.
• Ability to navigate complex financial cases.
• Track record of managing high-net-worth clients.

Responsibilities

• Managing HNW clients and handling intricate financial cases.
• Developing and nurturing internal referral relationships.

Skills

Confidence in managing HNW clients

Influencing internal stakeholders

Proactive

Education

Chartered status

CAS/SPS certification

Job description

Overview

I'm partnered with a prestigious professional services organisation, specialising in financial planning, accounting, tax, audit, advisory, and business services across the UK. We are seeking an experienced Financial Planner to join their growing team in Kent. This firm is renowned for its exceptional reputation and premium service, specialising in high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients with a strong focus on long-term relationships. Having experienced impressive growth over the past year, they have ambitious plans for continued expansion in the coming months. This is a remarkable opportunity to work with a market-leading accountancy business while enjoying incredible earning potential. They are looking for a driven individual with a proven track record of managing HNW clients and handling complex financial cases. You will also be able to demonstrate success within developing and nurturing internal referral relationships.

Key Requirements

• Chartered status (or close to)
• Proven experience in delivering regulated financial advice holding CAS/SPS.
• Confident in managing HNW clients and navigating intricate casework.
• Able to influence internal stakeholders and colleagues
• Passionate, proactive, and self-motivated.

What\'s on Offer

• Highly attractive commission structure.
• Equity opportunities within the firm.
• Flexible, hybrid working arrangements.
• A ready made portfolio of potential clients from the professional services arm of the organisation

Location and Working Pattern

The successful candidate should be based in the Kent region and be able to spend a portion of the week within the office to nurture internal relationships; the role is flexible/hybrid.

Diversity, Equity and Inclusion

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.