Financial Planner

IDEX Consulting; Hertford; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A prestigious professional services organization is seeking an experienced Financial Planner in Hertford. Responsibilities include managing high-net-worth clients and delivering regulated financial advice. The role offers a highly attractive commission structure and equity opportunities with flexible, hybrid working arrangements. Ideal candidates are proactive, self-motivated, and experienced in complex financial casework.

Benefits

Highly attractive commission structure

Equity opportunities

Flexible, hybrid working arrangements

Portfolio of potential clients

Qualifications

• Chartered status or close to it.
• Proven experience in delivering regulated financial advice.
• Confidence in managing HNW clients and navigating casework.

Responsibilities

• Work with high-net-worth clients on complex financial cases.
• Develop and nurture internal referral relationships.

Skills

Regulated financial advice

Managing HNW clients

Influencing internal stakeholders

Proactive and self-motivated

Education

Chartered status (or close to)

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 Hertfordshire 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 Hertfordshire area and be able to spend a certain portion of the week within the office to 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].

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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.