Senior Financial Advisor

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

Financial Planner

Up to £110,000 basic (potentially more for top level applicants) plus excellent OTE + benefits

Surrey – Hybrid

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

I a looking to speak to an experienced Financial Planner to join their growing team in the Surrey 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 in the coming months.

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.

Key Requirements :

• 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.
• Potential future equity opportunities within the firm.
• Flexible, hybrid working arrangements.
• A ready made portfolio of potential clients from the professional services arm of the organisation

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

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