Job description
IDEX Consulting are partnering with a prestigious national wealth management firm who are seeking a Financial Planner to join their growing team to inherit an established client book - predominantly based across South Yorkshire and Lincolnshire.
This firm is renowned for its exceptional reputation and premium service, specialising in highly affluent and HNW 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 rare opportunity where you will be taking over an existing client book of c.100 clients. They are looking for a driven individual with experience of managing and advising clients, handling complex financial cases as well as having a record of new business generation.
Key Requirements:
- Level 4 qualified, Chartered preferred
- Proven experience in delivering regulated financial advice
- Confident in managing HNW clients and navigating intricate casework
- Passionate, proactive, and self-motivated
What's on Offer:
- Market leading pension scheme that provides up to 15% Employer Contributions
- Highly attractive bonus structure
- 30 days annual leave + bank holidays
- Flexible, hybrid working arrangements
- Private medical insurance
- Enhanced family insurance
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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.
