Financial Advisor - Weybridge

IDEX Consulting Ltd.; Weybridge; Hybrid; GBP 75,000 - 110,000; Full time

Benefits offered by this job

30% bonus on new business

3x salary bonus after validation

£4,200 car allowance

5% flexible benefits pot

Hybrid working

Job summary

IDEX Consulting Ltd. is recruiting an experienced Financial Planner to join its Weybridge team and take over an existing client portfolio. You will deliver comprehensive financial planning, build long-term relationships and support smooth succession within a growing national firm.

The role offers a clear path to growth with a generous bonus structure and a hybrid working model, aligning with long-term career progression in wealth management.

Qualifications

• Experienced Financial Planner with a strong track record.
• Able to manage or develop a client bank and potentially £10m AUM+.
• Excellent relationship management and client-facing skills.

Responsibilities

• Take ownership of and manage an established client portfolio, supporting succession and transition.
• Deliver comprehensive, high-quality financial planning advice.
• Build and maintain trusted, long-term client relationships; identify opportunities to develop existing relationships and generate new business.

Skills

Financial planning

Client relationship management

Business development

Succession planning

Education

Chartered status (preferred)

Job description

A highly regarded national wealth management firm is looking to appoint an experienced Financial Planner to join its established team in Weybridge.
This is an exciting opportunity to take on an established client portfolio as part of a planned succession, giving you the chance to build strong relationships, develop the existing client bank and play an important role in the firm's continued growth.

The Opportunity

You'll inherit an existing client portfolio, providing an excellent foundation to build upon, alongside an attractive bonus structure that rewards both new business and growth.
With continued expansion through a combination of acquisitions and organic growth, the firm offers a well-established platform, long-term stability and genuine opportunities for career progression.

The Role

• Take ownership of and manage an established client portfolio, supporting a smooth succession and transition
• Deliver comprehensive, high-quality financial planning advice
• Build and maintain trusted, long-term client relationships
• Identify opportunities to develop existing relationships and generate new business

Package & Benefits

• Year 1: no validation target, with 30% bonus on new business
• Year 2+: bonus structure based on exceeding validation (3x salary)
• Additional bonus for transferring client assets
• £4,200 car allowance
• 5% flexible benefits pot
• Flexi/hybrid working model

About You

• Experienced Financial Planner with a strong track record
• Ideally managing or capable of introducing a client bank (~£10m AUM+)
• Strong relationship management and client-facing skills
• Chartered status preferred (or working towards)
• Professional, credible and confident in managing succession transitions

This is a fantastic opportunity for an established Financial Planner looking to take on an existing client bank, benefit from an attractive earning structure and join a growing national business with the infrastructure and support to help you succeed.

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.