Financial Planner

IDEX Consulting; Plymouth; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a driven Financial Planner to join their expanding team in Plymouth. This prestigious firm specializes in providing exceptional financial services to high-net-worth and ultra-high-net-worth clients, focusing on building long-term relationships. The role offers incredible earning potential and a highly attractive commission structure, along with equity opportunities and flexible, hybrid working arrangements. If you have a proven track record in managing complex financial cases and are passionate about delivering regulated advice, this is a remarkable opportunity to grow your career in a supportive and ambitious environment.

Benefits

Highly attractive commission structure

Equity opportunities

Flexible, hybrid working arrangements

Generous bonus incentives

Sick leave pay

Private medical insurance

Enhanced family leave pay

Birthdays off

Wellness programmes

Discounted gym memberships

Qualifications

• Chartered status or close to achieving it is essential.
• Proven experience in delivering regulated financial advice required.

Responsibilities

• Manage high-net-worth clients and navigate intricate casework.
• Deliver regulated financial advice and maintain long-term relationships.

Skills

Chartered status

Regulated financial advice

Managing high-net-worth clients

Complex financial casework

Proactive and self-motivated

Education

Chartered Financial Planner qualification

Job description

I'm excited to be partnering with a prestigious firm, specialising in accounting, tax, audit, advisory, and business services across the UK and Europe. They are seeking an experienced Financial Planner to join their growing team in their new Plymouth office.

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.

Key Requirements:

1. Chartered status or close to achieving it
2. Proven experience in delivering regulated financial advice, ideally holding CAS/SPS
3. Confident in managing HNW clients and navigating intricate casework
4. Passionate, proactive, and self-motivated

What's on Offer:

1. Highly attractive commission structure
2. Equity opportunities within the firm
3. Flexible, hybrid working arrangements
4. Generous bonus incentives
5. Sick leave pay
6. Private medical insurance
7. Enhanced family leave pay
8. Birthdays off
9. Wellness programmes, access to counselling & discounted gym memberships

The successful candidate should be based near Plymouth.

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