Senior Financial Advisor (Cornwall)

IDEX Consulting Ltd.; Truro; Hybrid; GBP 88,000 - 108,000; Full time

Benefits offered by this job

Hybrid/flexible working

Established client bank

Portfolio to inherit

Job summary

IDEX Consulting Ltd. in Cornwall is seeking a Senior Financial Planner to join a well-established wealth management business in Truro. The role offers a £98,000 basic salary with a discretionary bonus up to 30% and an established client bank worth around £35m-£40m AUM, plus ongoing income.

You’ll inherit a portfolio from day one and benefit from a supportive local team in a hybrid working arrangement. The successful candidate will be a Chartered Financial Planner with a strong background in

Qualifications

• Chartered Financial Planner with a holistic planning approach.
• Experience supporting high net worth clients (HNW).
• Strong interpersonal and client advisory skills.

Skills

Chartered Financial Planner

Holistic financial planning

HNW clients experience

Client relationship management

Job description

Are you an experienced Chartered Financial Planner looking for your next move in Cornwall?
I'm representing a highly regarded, established wealth management business looking to appoint a Senior Financial Planner to join its team in Truro.

A few highlights of the opportunity:

• £98,000 basic salary + discretionary bonus of up to 30%
• Established client bank of around 80 clients, with £35m-£40m AUM and c.£300,000 in ongoing income
• Hybrid/flexible working
• A portfolio to inherit from day one, giving you an established recurring income base to build on
• Supportive local team, including Paraplanners, Client Executives and regional leadership, all based in Truro

The Package

• Basic salary: £98,000 depending on experience
• Bonus: Discretionary performance bonus of up to 30%
• Location: Cornwall
• Career development: The opportunity to join an established business with a strong regional presence and a focus on high-quality advice

Who I'm Looking For

Ideally, you'll be a Chartered Financial Planner with a strong background in holistic financial planning and experience supporting HNW clients.

you’ll be personable, commercially aware and passionate about delivering excellent client outcomes.

If you’re based in Cornwall or considering a move within the South West and would be open to a confidential conversation, I’d love to hear from you.

Please get in touch for further details via email - [e-mail]

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Our 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.