Financial Advisor

IDEX Consulting Ltd; Leicester; Hybrid; GBP 51,000 - 85,000; Full time

Benefits offered by this job

Bonus potential

Hybrid working

Private medical insurance

30 days annual leave

Job summary

IDEX Consulting Ltd is partnering with a prestigious national wealth management firm seeking an experienced Financial Planner for the East Midlands region (Nottingham, Derby, Leicester). The role targets HNW/UHNW clients with a focus on long-term relationships and complex cases.

Hybrid working arrangements are available. The successful candidate will have proven regulated advice experience, ideally CAS/SPS, and a track record in new business generation and client management.

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.

Skills

Regulated advice

HNW client management

New business generation

Proactive mindset

Education

CAS/SPS

Job description

Financial Planner - Up to £85,000 DOE - East Midlands (Nottingham, Derby, Leicester)

I'm excited to be partnering with a prestigious national wealth management firm who are seeking an experienced Financial Planner to join their growing team in their East Midlands patch.

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 business while 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:

• Competitive basic salary
• Highly attractive bonus structure - linear bonus scheme (more details to follow)
• An additional % of base salary that you can use towards a range of benefits including electric cars through salary sacrifice, additional protections for you and your family, and discounted gym memberships
• Up to 30 days annual leave + bank holidays
• Flexible, hybrid working arrangements.
• Private medical insurance
• Enhanced family insurance

The successful candidate will need to live local to the East Midlands.