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Chartered Financial Planner

  • Salary: £50000 - £70000 per annum + bonus, car, pension and benefits
  • Location: Bristol
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    03 Jul 2018
  • Job reference: 29870


We are looking for a Chartered Financial Planner for our multinational award winning client who specialise in providing financial advice to HNW clients.

The Chartered Financial Planner will inherit a large book of HNW clients and will be responsible for retaining and developing the existing client bank. The successful Chartered Financial Planner will cover the Bristol and Bath regions.

To apply for the position you will have a track record of growing a book of business working with HNW clients, along with being and be chartered or very close to becoming chartered.
This is an outstanding opportunity for a Chartered Financial Planner to join a fast growing business and have input into the long term strategy of the division.

What's in it for you? The successful Chartered Financial Planner will be remunerated with a basic salary of up to £70,000, plus bonus, car allowance, pension and benefits.


Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Our clients include: