Financial Advisor

your Jared; Devon and Torbay; Hybrid; GBP 64,000 - 86,000; Full time

Benefits offered by this job

Bonus structure

Fully remote working

Dedicated Paraplanning & Client Serv.

Job summary

IDEX, a national wealth management firm, invites an experienced Senior Financial Planner to join its growing team and inherit an established client bank of roughly £60m AUM across 110 households in Cornwall and Devon.

The role offers fully remote working, a strong recurring revenue stream (70% of ongoing revenue), and support from dedicated Paraplanning and Client Services teams, with opportunities to expand in a well-regarded national firm.

Qualifications

• Chartered status is required or very close to achieving Chartered status.
• Experience advising high-net-worth clients with a strong technical background.
• Proven ability to manage a sizeable existing client bank and build new business.

Responsibilities

• Take responsibility for an established client bank of approximately £60m AUM
• Manage and develop relationships with around 110 households
• Deliver high-quality, holistic financial planning advice
• Identify opportunities to develop additional business from existing and new clients
• Build a strong presence across Cornwall and Devon
• Work closely with Paraplanning and Client Services teams
• Contribute to the continued growth of the firm's client proposition

Skills

Chartered status

Client-facing experience

Relationship management

AUM experience

Job description

We are representing a national wealth management firm that is seeking an experienced Senior Financial Planner to join its growing team and inherit an established client bank of approximately £60m AUM across 110 households.

This is an exceptional opportunity for a Chartered Financial Planner to take ownership of a high-quality, well-established client portfolio, predominantly comprising clients across Cornwall and Devon, while benefiting from the infrastructure, resources and reputation of a national wealth management business.

The Opportunity

The successful candidate will inherit an established client bank of approximately £60m AUM across 110 households, with the majority of clients located throughout Cornwall.

The portfolio is well established, with strong client relationships and excellent retention prospects. It is regarded as one of the more attractive adviser opportunities within the business.

A significant benefit of the role is the existing recurring revenue attached to the client bank, with the successful adviser receiving 70% of the ongoing recurring revenue. The size and quality of the inherited portfolio means the adviser will have a strong foundation from which to build their earnings from the outset.

There is also significant scope to develop new business. The firm is investing in local marketing activity, including a 12-month radio advertising campaign, designed to increase brand awareness and generate new client opportunities across the local market. The successful adviser will be the only Wealth Planner being promoted through this campaign, providing an excellent platform for business development.

Key Responsibilities

• Take responsibility for an established client bank of approximately £60m AUM

• Manage and develop relationships with around 110 households

• Deliver high-quality, holistic financial planning advice

• Identify opportunities to develop additional business from existing and new clients

• Build a strong presence across the Cornwall and Devon market

• Work closely with dedicated Paraplanning and Client Services teams

• Contribute to the continued growth of the firm's client proposition

Candidate Profile

We are looking for an ambitious and commercially minded Financial Planner who is confident managing a substantial client bank and has a genuine appetite for developing new business.

Chartered status is the key requirement for the position, although candidates who are very close to achieving Chartered status will also be considered.

The successful candidate will ideally be:

• A Chartered Financial Planner, or very close to achieving Chartered status

• An experienced adviser with a strong technical and client-facing background

• Comfortable managing a sizeable existing client bank

• Commercially driven and motivated to generate new business

• A strong relationship builder with a genuine client-first approach

• Ambitious and keen to grow their own client base

• Comfortable working autonomously within a remote environment

What's on Offer

• Salary of up to £75,000, depending on experience and qualifications

• Attractive bonus structure

• £60m inherited client bank

• Approximately 110 established households

• 70% of recurring revenue attached to the inherited portfolio

• Dedicated Paraplanning and Client Services support

• Full administrative and paraplanning resource

• Fully remote working

• Significant investment in local marketing and lead generation

• The opportunity to build and develop a significant client presence across Cornwall and Devon

• The backing, infrastructure and resources of a national wealth management firm

This represents a rare opportunity for a Chartered Financial Planner to inherit a substantial, established client bank while having the autonomy to develop new business and grow their earnings within a highly established national wealth management business.

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.