Financial Planner

IDEX Consulting Ltd; Plymouth; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A prestigious firm in Plymouth is seeking an experienced Financial Planner to join their expanding team, specializing in high-net-worth and ultra-high-net-worth clients. This role offers incredible earning potential with a supportive structure for growth and development amidst ambitious expansion plans.

Benefits

Highly attractive commission structure

Equity opportunities

Flexible, hybrid working arrangements

Sick leave pay

Private medical insurance

Enhanced family leave pay

Birthdays off

Wellness programmes

Access to counselling

Discounted gym memberships

Qualifications

• Experience managing HNW clients.
• Proven delivery of regulated financial advice.
• Chartered status preferred.

Responsibilities

• Manage and advise HNW clients.
• Handle complex financial cases.
• Deliver regulated financial advice.

Skills

Managing HNW clients

Delivering regulated financial advice

Complex casework navigation

Proactivity

Self-motivation

Education

Chartered status or close to achieving it

CAS/SPS qualification

Job description

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IDEX Consulting Ltd provided pay range

This range is provided by IDEX Consulting Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from IDEX Consulting Ltd

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:

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

What’s on Offer:

• Highly attractive commission structure.
• Equity opportunities within the firm.
• Flexible, hybrid working arrangements.
• Sick leave pay
• Private medical insurance
• Enhanced family leave pay
• Birthdays off
• 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].

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  General Business, Accounting/Auditing, and Strategy/Planning

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