Chartered Financial Planner

IDEX Consulting; Greater London; On-site; GBP 50,000 - 90,000; Full time

Job summary

An established industry player is seeking an experienced Financial Planner to join their prestigious team in Buckinghamshire. This remarkable opportunity offers a chance to work with high-net-worth and ultra-high-net-worth clients, focusing on delivering exceptional financial advice. With a strong emphasis on long-term relationships and a proven track record in managing intricate financial cases, the ideal candidate will thrive in a dynamic environment. The firm boasts an attractive commission structure and equity opportunities, along with flexible, hybrid working arrangements. If you are driven, passionate, and self-motivated, this role promises incredible earning potential and professional growth.

Benefits

Highly attractive commission structure

Equity opportunities

Flexible working arrangements

Ready-made portfolio of potential clients

Qualifications

• Chartered status or close to it is essential for this role.
• Proven experience in delivering regulated financial advice is required.

Responsibilities

• Manage high-net-worth clients and navigate complex financial cases.
• Develop and nurture internal referral relationships within the firm.

Skills

Regulated Financial Advice

Client Management

Stakeholder Influence

Proactive Approach

Education

Chartered Status

Job description

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 Buckinghamshire.

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:

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

What's on Offer:

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

The successful candidate should be based in the Bucks region and be able to spend a certain portion of the week within the office to nurture internal relationships.