Elite HNW Financial Planner | Chartered | Equity Eligible

IDEX Consulting Ltd; Guildford; On-site; GBP 60,000 - 80,000; Full time

Job summary

A prestigious professional services organisation is seeking an experienced Financial Planner to join their growing team in the Guildford area. The successful applicant will manage high-net-worth clients, have a proven track record in financial advisory, and demonstrate success in developing internal referral relationships. This role offers an attractive commission structure and equity opportunities, catering to professionals passionate about exceptional service.

Benefits

Highly attractive commission structure

Equity opportunities

Qualifications

• Proven experience in delivering regulated financial advice holding CAS/SPS.
• Experience managing high-net-worth clients and complex casework.
• Ability to influence internal stakeholders and colleagues.

Skills

Financial advisory

Client management

Stakeholder influence

Self-motivation

Education

Chartered status or close

Job description

A prestigious professional services organisation is seeking an experienced Financial Planner to join their growing team in the Guildford area. The successful applicant will manage high-net-worth clients, have a proven track record in financial advisory, and demonstrate success in developing internal referral relationships. This role offers an attractive commission structure and equity opportunities, catering to professionals passionate about exceptional service.