Financial Planner

IDEX Consulting; Guildford; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A prestigious professional services firm in Guildford is seeking an experienced Financial Planner to manage high-net-worth clients. This role offers a highly attractive commission structure, equity opportunities, and hybrid working arrangements. The ideal candidate should have a proven track record in financial advice and be self-motivated. Opportunities for continued growth with a ready-made client portfolio are also available.

Benefits

Highly attractive commission structure

Equity opportunities within the firm

Flexible, hybrid working arrangements

Qualifications

• Proven experience in delivering regulated financial advice holding CAS/SPS.
• Ability to manage complex financial cases confidently.
• Self-motivated with a passion for success.

Responsibilities

• Manage high-net-worth clients and navigate intricate casework.
• Develop and nurture internal referral relationships.

Skills

Managing HNW clients

Delivering regulated financial advice

Influencing stakeholders

Education

Chartered status

Job description

I'm 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 Guildford 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 close to)
• 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 Guildford / Surrey 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
If this opportunity aligns with your aspirations please reach out in confidence to [e-mail].

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.