Financial Planner

IDEX Consulting Ltd; Wales; Hybrid; GBP 72,000 - 88,000; Full time

Benefits offered by this job

Highly attractive bonus structure

30 days annual leave + bank holidays

Flexible, hybrid working arrangements

Private medical insurance

Enhanced family insurance

Job summary

A prestigious national wealth management firm is seeking an experienced Financial Planner in Wales. The role involves taking over a client book valued at £60m and managing high-net-worth clients. Successful candidates will need a CAS/SPS qualification and a track record in financial advice. The company offers an attractive bonus structure and flexible working arrangements.

Qualifications

• 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.

Responsibilities

• Take over an existing client book valued at £60m.
• Manage complex financial cases for HNW clients.

Skills

Delivering regulated financial advice

Managing HNW clients

New business generation

Education

CAS/SPS qualification

Job description

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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

Financial Planner – Up to £80,000 DOE – Wales

I’m excited to be partnering with a prestigious national wealth management firm who are seeking an experienced Financial Planner to join their growing team in their Wales 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 rare opportunity where you will be taking over an existing client book, valued at £60m. This is a remarkable opportunity to work with a market-leading business while enjoying incredible earning potential. They are looking for a driven individual with a proven track record of managing HNW clients, handling complex financial cases as well as have excellent record of new business generation.

Key Requirements:

• 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 bonus structure.
• 30 days annual leave + bank holidays
• Flexible, hybrid working arrangements.
• Private medical insurance
• Enhanced family insurance

The successful candidate will need to live local to Wales. 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

  Project Management

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