Senior Financial Advisor

IDEX Consulting Ltd; England; Hybrid; GBP 99,000 - 121,000; Full time

Benefits offered by this job

Attractive commission structure

Equity opportunities

Flexible, hybrid working arrangements

Job summary

A prestigious professional services organisation is seeking an experienced Financial Planner in Hertfordshire. This role involves managing high-net-worth clients and delivering regulated financial advice. With excellent earning potential and flexible hybrid working arrangements, the firm offers a highly attractive commission structure and equity opportunities. Candidates should demonstrate a proven track record in handling complex financial cases and developing internal referral relationships.

Qualifications

• 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.

Responsibilities

• Manage high-net-worth (HNW) clients and navigate intricate casework.
• Develop and nurture internal referral relationships.
• Deliver regulated financial advice where appropriate.

Skills

Managing high-net-worth clients

Delivering regulated financial advice

Navigating intricate casework

Influencing internal stakeholders

Proactive and self-motivated

Education

Chartered status (or close to)

Job description

Overview

Up to £110,000 basic plus excellent OTE + company benefits

Hertford – Hybrid

I'm partnered with a prestigious professional services organisation, specialising in financial planning, accounting, tax, audit, advisory, and business services across the UK.

We are seeking an experienced Financial Planner to join their growing team in the Hertfordshire area.

This firm is renowned for its exceptional reputation and premium service, specialising in high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients with a strong focus on long-term relationships. Having experienced impressive growth over the past year, they have ambitious plans for continued expansion.

This is a remarkable opportunity to work with a market-leading accountancy 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. You will also be able to demonstrate success within developing and nurturing internal referral relationships.

Responsibilities

• Manage high-net-worth (HNW) clients and navigate intricate casework.
• Develop and nurture internal referral relationships.
• Deliver regulated financial advice where appropriate (holding CAS/SPS).

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

What’s on Offer

• Highly attractive commission structure.
• Equity opportunities within the firm.
• Flexible, hybrid working arrangements.
• A ready made portfolio of potential clients from the professional services arm of the organisation

Location & Working

The successful candidate should be based in the Hertfordshire area and be able to spend a certain portion of the week within the office to nurture internal relationships, but the role is flexible/hybrid.

How to Apply

If this opportunity aligns with your aspirations please reach out in confidence to [e-mail].