HNW Financial Planner – Hybrid Surrey, High Earnings

IDEX Consulting Ltd; Woking; Hybrid; GBP 93,000 - 110,000; Full time

Job summary

A leading professional services firm in Surrey seeks an experienced Financial Planner to manage complex financial cases for high-net-worth clients. The role offers an attractive salary up to £110,000 with additional earning potential, a flexible hybrid work model, and growth opportunities within a prestigious organization focusing on long-term client relationships. The ideal candidate will have chartered status and a proven track record of success in financial planning.

Benefits

Highly attractive commission structure

Potential future equity opportunities

Flexible, hybrid working arrangements

Ready-made portfolio of potential clients

Qualifications

• 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.

Responsibilities

• Join their growing team in the Surrey area.
• Manage complex financial cases for HNW clients.
• Develop and nurture internal referral relationships.

Skills

Managing HNW clients

Delivering regulated financial advice

Influencing internal stakeholders

Proactive and self-motivated

Education

Chartered status

Job description

A leading professional services firm in Surrey seeks an experienced Financial Planner to manage complex financial cases for high-net-worth clients. The role offers an attractive salary up to £110,000 with additional earning potential, a flexible hybrid work model, and growth opportunities within a prestigious organization focusing on long-term client relationships. The ideal candidate will have chartered status and a proven track record of success in financial planning.