Senior Financial Planner – Cornwall (Hybrid)

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

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