Job description
A highly regarded, national wealth management firm is seeking an experienced Financial Planner to join its established office in Gloucestershire. This is a rare opportunity to inherit and develop a well-maintained client bank as part of a structured succession plan.
The Opportunity
You will take over an existing portfolio of approximately 110 clients, generating around £600k in annual recurring revenue, from a retiring Director. The role offers immediate client responsibility alongside the chance to further grow the book through referrals and new business activity.
The firm has a strong track record of growth through both acquisitions and organic expansion, creating a stable environment with clear long-term career prospects.
The Role
- Manage and develop an established client portfolio
- Provide holistic, high-quality financial planning advice
- Build long-term relationships and identify new business opportunities
- Contribute to the ongoing growth of the regional office
Package & Benefits
- Salary: £80,000
- Year 1: No validation target, with 35% bonus on new business
- Year 2+: Bonus structure based on exceeding validation (3x salary)
- Additional bonus for transferring client assets
- £4,200 car allowance
- 5% flexible benefits pot
- Hybrid working model
About You
- Experienced Financial Planner with a strong track record
- Ideally managing a client bank (~£10m AUM+)
- Strong relationship management and client-facing skills
- Chartered status preferred (or working towards)
- Ambitious, professional, and growth-focused
Process
- Informal initial discussion
- Technical interview
- Final stage and offer
This is an excellent opportunity for a driven advisor looking to step into a ready-made client base while benefiting from the backing of a growing and acquisitive national firm.
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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.
