Financial Advisor

IDEX Consulting Ltd; Nottingham; Hybrid; GBP 63,000 - 77,000; Full time

Benefits offered by this job

Commission structure

Equity opportunities

Hybrid working

Portfolio of potential clients

Job summary

IDEX Consulting Ltd is partnering with a prestigious professional services organisation to recruit an experienced Financial Planner in the Nottinghamshire region. The role offers hybrid working and the opportunity to work with HNW/UHNW clients, delivering bespoke financial guidance while contributing to business growth.

The successful candidate will hold Chartered status (or be working toward it) and must demonstrate a track record in regulated financial advice, relationship building, and

Qualifications

• Chartered status (or aiming to become Chartered).
• Proven experience delivering regulated financial advice (CAS/SPS).
• Proven ability to manage high‑net‑worth clients and navigate complex cases.

Responsibilities

• Deliver regulated financial advice to HNW clients.
• Develop and nurture internal referral relationships to grow the portfolio.

Skills

Chartered status / CAS SPS

HNW client management

Stakeholder influence

Regulated financial advice

Job description

Up to £70,000 basic plus excellent OTE + benefits

Nottingham - Hybrid

We're 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 the Nottinghamshire area.

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 aspirations to become Chartered)
• 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 Midlands area and be able to spend a certain portion of the week within the office the nurture the internal relationships but the role is flexible/hybrid