Medical Financial Planner

IDEX Consulting; Bristol; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A prestigious financial firm in the UK is seeking an experienced Financial Planner to support high-net-worth clients. This key role involves managing complex financial cases, particularly with medical professionals. The firm offers a highly attractive commission structure, equity opportunities, and flexible working arrangements. Ideal candidates are chartered or in progress, with a proven track record in delivering regulated financial advice and a proactive approach to their work.

Benefits

Attractive commission structure

Equity opportunities

Flexible working arrangements

Generous bonus incentives

Sick leave pay

Private medical insurance

Enhanced family leave pay

Birthdays off

Wellness programmes

Qualifications

• Chartered status or pursuing it is essential.
• Proven experience in providing regulated financial advice.
• Ability to manage high-net-worth clients confidently.

Responsibilities

• Manage HNW clients and handle complex financial cases.

Skills

Managing HNW clients

Delivering regulated financial advice

Navigating intricate financial cases

Experience with medical professionals

Proactive and self-motivated

Education

Chartered status or close to achieving it

Job description

Overview

I'm excited to partner with a prestigious firm specializing in accounting, tax, audit, advisory, and business services across the UK and Europe. They are seeking an experienced Financial Planner to join their growing team. This role can be based anywhere in the UK, supported by the firm's national footprint. The firm is renowned for its exceptional reputation and premium service, focusing on high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients with strong 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 remarkable opportunity to work with a market-leading accountancy/financial planning business while enjoying incredible earning potential. They are looking for a driven individual with a proven track record of managing HNW clients and handling complex financial cases, particularly those in the medical sector, such as GPs, consultants, and other healthcare professionals.

Key Requirements

• Chartered status or close to achieving it.
• Proven experience delivering regulated financial advice, ideally holding CAS/SPS.
• Confident in managing HNW clients and navigating intricate financial cases.
• Experience working with medical professionals or medical clients is essential.
• Passionate, proactive, and self-motivated.

What’s on Offer

• Highly attractive commission structure.
• Equity opportunities within the firm.
• Flexible, hybrid working arrangements.
• Generous bonus incentives.
• Sick leave pay
• Private medical insurance
• Enhanced family leave pay
• Birthdays off
• Wellness programmes, including access to counselling & discounted gym memberships

Apply

This role can be based anywhere in the UK, supported by the firm's national footprint.

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].

Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.