Financial Advisor

IDEX Consulting Ltd; Gloucester; Hybrid; GBP 67,500 - 82,500; Full time

Benefits offered by this job

Basic salary - £75k

High bonus structure - OTE in excess of £100k

30 days annual leave + bank holidays

Flexible, hybrid working arrangements

Private medical insurance

Enhanced family insurance

Job summary

A prestigious national wealth management firm is seeking an experienced Financial Planner to join their thriving team in Gloucester. This unique role offers the chance to manage an existing client book and work within a market-leading business. Candidates should have a proven track record with HNW clients and complex cases. The role includes a basic salary of £75k, potentially exceeding £100k OTE due to an attractive bonus structure, and offers benefits such as hybrid working arrangements, private medical insurance, and 30 days of annual leave plus bank holidays.

Qualifications

• Proven experience in delivering regulated financial advice, ideally holding CAS/SPS.
• Confident in managing HNW clients and navigating intricate casework.
• Passionate, proactive, and self-motivated.

Responsibilities

• Take over an existing client book and manage complex financial cases.
• Work with a market-leading business in wealth management.

Skills

Delivering regulated financial advice

Managing HNW clients

New business generation

Job description

I’m currently partnered with a prestigious national wealth management firm who are seeking an experienced Financial Planner to join their thriving team in Gloucester.

Having experienced impressive growth over the past year, they have ambitious plans for continued expansion in 2026.

This is a rare opportunity where you will be taking over an existing client book and work with a market-leading business, enjoying incredible earning potential. They are looking for a driven individual with a proven track record of managing HNW clients, handling complex financial cases as well as have excellent record of new business generation.

Key Requirements:

• Proven experience in delivering regulated financial advice, ideally holding CAS/SPS.
• Confident in managing HNW clients and navigating intricate casework.
• Passionate, proactive, and self-motivated.

What’s on Offer:

• Basic salary - £75k
• Highly attractive bonus structure - OTE in excess of £100k
• 30 days annual leave + bank holidays
• Flexible, hybrid working arrangements - Gloucester
• Private medical insurance
• Enhanced family insurance
• Lots more

The successful candidate will need to live local to Gloucester. If this opportunity aligns with your aspirations, or if you know someone who could be a perfect fit, please reach out in confidence to [e-mail].