Senior Financial Planner - Manage £10m+ AUM, Hybrid

IDEX Consulting Ltd.; Cirencester; Hybrid; GBP 60,000 - 110,000; Full time

Benefits offered by this job

Car allowance

Flexible benefits pot

Hybrid working model

Job summary

IDEX Consulting Ltd. in Cirencester invites an experienced Financial Planner to take ownership of an established client portfolio and deliver comprehensive financial planning advice within a growing national firm.

You’ll benefit from a clear earning path with bonuses for new business and asset transfers, a £4,200 car allowance, and a flexible benefits pot, with hybrid working and ongoing professional development.

Qualifications

• Experienced Financial Planner with a strong track record.
• Ideally managing or capable of introducing a client bank (~£10m AUM+).
• Strong relationship management and client-facing skills.
• Chartered status preferred (or working towards).
• Professional, credible, and confident in managing succession transitions.

Responsibilities

• Take ownership of and manage an established client portfolio, supporting a smooth 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

Client relationship management

Financial planning

Business development

Chartered status preferred

Job description

IDEX Consulting Ltd. in Cirencester invites an experienced Financial Planner to take ownership of an established client portfolio and deliver comprehensive financial planning advice within a growing national firm.

You’ll benefit from a clear earning path with bonuses for new business and asset transfers, a £4,200 car allowance, and a flexible benefits pot, with hybrid working and ongoing professional development.