Inherit & Grow Financial Planner | £10m AUM | Hybrid

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

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.