HNW Financial Planner — Take Over an Established Book (Hybrid)

IDEX Consulting Ltd; Gloucester; Hybrid; GBP 67,500 - 82,500; Full time

Benefits offered by this job

Basic salary - £75k

High bonus structure - OTE in excess of £100k

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 to join their thriving team in Gloucester. This unique role offers the chance to manage an existing client book and work within a market-leading business. Candidates should have a proven track record with HNW clients and complex cases. The role includes a basic salary of £75k, potentially exceeding £100k OTE due to an attractive bonus structure, and offers benefits such as hybrid working arrangements, private medical insurance, and 30 days of annual leave plus bank holidays.

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 and manage complex financial cases.
• Work with a market-leading business in wealth management.

Skills

Delivering regulated financial advice

Managing HNW clients

New business generation

Job description

A prestigious national wealth management firm is seeking an experienced Financial Planner to join their thriving team in Gloucester. This unique role offers the chance to manage an existing client book and work within a market-leading business. Candidates should have a proven track record with HNW clients and complex cases. The role includes a basic salary of £75k, potentially exceeding £100k OTE due to an attractive bonus structure, and offers benefits such as hybrid working arrangements, private medical insurance, and 30 days of annual leave plus bank holidays.