Chartered Financial Planner

IDEX Consulting; Greater London; Hybrid; GBP 50,000 - 80,000; Full time

Job summary

A prestigious professional services organisation is seeking an experienced Financial Planner in Buckinghamshire. Specialising in high-net-worth clients, this role offers outstanding earning potential and career growth within a market-leading accountancy business. Candidates must demonstrate proficiency in managing complex financial cases while nurturing internal relationships.

Benefits

Highly attractive commission structure

Equity opportunities within the firm

Flexible working arrangements

Ready-made portfolio of potential clients

Qualifications

• Experience in handling HNW clients and complex casework.
• Ability to influence internal stakeholders.
• Proactive and self-motivated.

Responsibilities

• Deliver regulated financial advice to high-net-worth clients.
• Manage intricate financial cases effectively.
• Develop and nurture internal referral relationships.

Skills

Client Management

Financial Advice

Stakeholder Influence

Education

Chartered Status

CAS/SPS Certification

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:

• 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

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