Senior Financial Planner – Inherit & Grow Client Portfolio

IDEX Consulting Ltd.; Weybridge; Hybrid; GBP 75,000 - 110,000; Full time

Benefits offered by this job

30% bonus on new business

3x salary bonus after validation

£4,200 car allowance

5% flexible benefits pot

Hybrid working

Job summary

IDEX Consulting Ltd. is recruiting an experienced Financial Planner to join its Weybridge team and take over an existing client portfolio. You will deliver comprehensive financial planning, build long-term relationships and support smooth succession within a growing national firm.

The role offers a clear path to growth with a generous bonus structure and a hybrid working model, aligning with long-term career progression in wealth management.

Qualifications

• Experienced Financial Planner with a strong track record.
• Able to manage or develop a client bank and potentially £10m AUM+.
• Excellent relationship management and client-facing skills.

Responsibilities

• Take ownership of and manage an established client portfolio, supporting succession and transition.
• Deliver comprehensive, high-quality financial planning advice.
• Build and maintain trusted, long-term client relationships; identify opportunities to develop existing relationships and generate new business.

Skills

Financial planning

Client relationship management

Business development

Succession planning

Education

Chartered status (preferred)

Job description

IDEX Consulting Ltd. is recruiting an experienced Financial Planner to join its Weybridge team and take over an existing client portfolio. You will deliver comprehensive financial planning, build long-term relationships and support smooth succession within a growing national firm.

The role offers a clear path to growth with a generous bonus structure and a hybrid working model, aligning with long-term career progression in wealth management.