Financial Planner

IDEX Consulting Ltd; Guildford; On-site; GBP 60,000 - 80,000; Full time

Job summary

A prestigious professional services organisation is seeking an experienced Financial Planner to join their growing team in the Guildford area. The successful applicant will manage high-net-worth clients, have a proven track record in financial advisory, and demonstrate success in developing internal referral relationships. This role offers an attractive commission structure and equity opportunities, catering to professionals passionate about exceptional service.

Benefits

Highly attractive commission structure

Equity opportunities

Qualifications

• Proven experience in delivering regulated financial advice holding CAS/SPS.
• Experience managing high-net-worth clients and complex casework.
• Ability to influence internal stakeholders and colleagues.

Skills

Financial advisory

Client management

Stakeholder influence

Self-motivation

Education

Chartered status or close

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...