Financial Planner

IDEX Consulting; Cannock; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading independent financial advisory firm is looking for an experienced Financial Planner based in Exeter or Somerset. This role involves managing an established client bank and providing top-tier financial advice to high-net-worth clients. The firm offers generous benefits, including a strong commission structure, hybrid working options, and significant annual leave. Ideal candidates will have relevant qualifications and a proven track record in client service.

Benefits

Attractive commission structure

Flexible, hybrid working arrangements

Up to 30 days annual leave

Birthdays off

6% employer pension contribution

DIS (4x salary)

Discounts scheme

Qualifications

• Experience of giving regulated advice and ideally CAS/SPS.
• Strong client service skills essential.
• Passionate and proactive with good self-motivation.

Responsibilities

• Manage established client bank and provide comprehensive financial advice.
• Work with high-net-worth clients on complex financial cases.
• Build long-term relationships and ensure client satisfaction.

Skills

Client service skills

Self-motivation

Proactivity

Education

Diploma-qualified / Chartered

Job description

I'm thrilled to be partnering with a leading independent financial advisory firm that is seeking an experienced Financial Planner based in Exeter or Somerset.

This firm provides a comprehensive range of financial planning services, including wealth management, retirement planning, estate and inheritance planning, tax-efficient strategies, and business financial planning.

Renowned for its outstanding reputation and premium service, the firm specialises in high-net-worth (HNW) clients, with a strong emphasis on building long-term relationships. This is a rare opportunity to take over an established client bank from a retiring adviser, ensuring a seamless transition and a strong foundation for success.

Joining this market-leading IFA offers exceptional earning potential and the chance to work with a highly respected team. They are seeking a driven professional with a proven track record of managing HNW clients and handling complex financial cases.

Requirements:

• Minimum Diploma-qualified / Chartered desired
• Experience of giving regulated advice and ideally CAS / SPS
• Be able to demonstrate strong client service skills
• Need to be passionate, proactive, and be able to self-motivate

What's on Offer:

• Attractive commission structure
• Flexible, hybrid working arrangements
• Up to 30 days annual leave + office closes over Christmas
• Birthdays off
• 6% employer pension contribution
• DIS (4x salary)
• Discounts scheme

If this opportunity aligns with your aspirations-or if you know someone who could be a good fit-please reach out in confidence to [e-mail]

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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.