Job description
I'm excited to be partnering with a prestigious national wealth management firm who are seeking an experienced Financial Planner to join their growing team in their Wales office.
This firm is renowned for its exceptional reputation and premium service, specialising in high-net-worth (HNW) and ultra-high-net-worth (UHNW) 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, valued at £60m. This is a remarkable opportunity to work with a market-leading business while enjoying incredible earning potential. They are looking for a driven individual with a proven track record of managing HNW clients, handling complex financial cases as well as have excellent record of new business generation.
Key Requirements:
- Level 4 qualified, Chartered preferred.
- Proven experience in delivering regulated financial advice, ideally holding CAS/SPS.
- Confident in managing HNW clients and navigating intricate casework.
- Passionate, proactive, and self-motivated.
What's on Offer:
- Highly attractive bonus structure.
- 30 days annual leave + bank holidays
- Flexible, hybrid working arrangements.
- Private medical insurance
- Enhanced family insurance
The successful candidate will need to live local to Wales. If this opportunity aligns with your aspirations, or if you know someone who could be a perfect fit, please reach out in confidence to Samantha.durbridge@idexconsulting.com.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
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.
