Job description
I'm delighted to be partnering with a highly respected accountancy and financial advisory firm that is looking to appoint an experienced Financial Planner, based locally in either Somerset or Wiltshire.
Known for its outstanding reputation and premium client service, the firm specialises in advising high-net-worth individuals. This is a rare opportunity to inherit a well-established client bank from a retiring adviser, offering continuity for clients and a strong platform for long-term success.
Joining this market-leading practice provides exceptional earning potential and the opportunity to work alongside a collaborative, highly regarded team. The firm is seeking a motivated professional with a proven track record of advising HNW clients, experience working closely with accountancy teams and confidence handling complex financial planning cases.
Requirements:
- Chartered status (or close to)
- Experience of giving regulated advice and ideally CAS/SPS
- Be able to demonstrate strong client service skills
- Need to be passionate, proactive and be able to self-motivate
What's on Offer:
- Attractive commission structure
- Flexible, hybrid working arrangements
- Up to 30 days annual leave + office closes over christmas
- Birthdays off
- 6% employer pension contribution
- DIS (4x salary)
- Discounts scheme
If this opportunity aligns with your aspirations, or if you know someone who could be a good fit, please reach out in confidence to Samantha.durbridge@idexconsulting.com
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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.
