Financial Planner

IDEX Consulting Ltd; Weybridge; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Flexible benefits

Hybrid working

Bonus for new business

Job summary

IDEX Consulting Ltd in Weybridge is seeking an experienced Financial Planner to join an established team and manage an existing client portfolio.

You will work within a national wealth management firm, benefiting from a supportive platform and a defined progression path, including a bonus structure for new business and growth. The role offers hybrid working and the chance to build long-term client relationships.

Qualifications

• Experienced Financial Planner with a strong track record.
• Ideally managing a client bank of around £10m AUM+.
• Excellent relationship management and client-facing skills.
• Chartered status preferred or working towards.
• Able to manage succession transitions.

Responsibilities

• Take ownership of and manage an established client portfolio.
• Deliver comprehensive, high-quality financial planning advice.
• Build and maintain trusted, long-term client relationships.
• Identify opportunities to develop existing relationships and generate new business.
• Support a smooth succession and transition within the team.

Skills

Financial planning

Relationship management

Client acquisition

Succession planning

AUM management

Education

Chartered status preferred

Job description

A highly regarded national wealth management firm is looking to appoint an experienced Financial Planner to join its established team in Weybridge.

This is an exciting opportunity to take on an established client portfolio as part of a planned succession, giving you the chance to build strong relationships, develop the existing client bank and play an important role in the firm's continued growth.

The Opportunity

You’ll inherit an existing client portfolio, providing an excellent foundation to build upon, alongside an attractive bonus structure that rewards both new business and growth.

With continued expansion through a combination of acquisitions and organic growth, the firm offers a well-established platform, long-term stability and genuine opportunities for career progression.

The Role

• Take ownership of and manage an established client portfolio, supporting a smooth succession and transition.
• Deliver comprehensive, high-quality financial planning advice.
• Build and maintain trusted, long-term client relationships.
• Identify opportunities to develop existing relationships and generate new business.
• Year 1: No validation target, with 30% bonus on new business
• Year 2+: Bonus structure based on exceeding validation (3x salary)
• Additional bonus for transferring client assets
• 5% flexible benefits pot
• Flexi / hybrid working model

About You

• Experienced Financial Planner with a strong track record
• Ideally managing or capable of introducing a client bank (~£10m AUM+)
• Strong relationship management and client-facing skills
• Chartered status preferred (or working towards)
• Professional, credible, and confident in managing succession transitions

This is a fantastic opportunity for an established Financial Planner looking to take on an existing client bank, benefit from an attractive earning structure and join a growing national business with the infrastructure and support to help you succeed.