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Chartered Financial Planner

  • Salary: Up to £65000 per annum + Benefits + bonus
  • Location: Cheltenham, Bristol
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    25 Jul 2019
  • Job reference: 33054

£200k to inherit.
Bristol, option to be home based.

If you're a qualified Financial Planner and based anywhere from Cheltenham to Bristol, then please read on. If you're open to inheriting a client bank that has over £200k of recurring income then again, read on. If you're open to working from home or the office and wish to manage your own diary, then the below may be worth a read.

We are looking for an experienced Financial Planner, either chartered or working towards, for a national wealth management firm based in Bristol.

The Financial Planner will inherit over £200k of recurring income and will be responsible for retaining and developing business. The expectation of the Financial Planner coming on board, will be to build relationships who make up the existing client bank and produce £70k of fees from the allocated book of business.

You will have a team of experienced Paraplanners and admin staff to support you.

What's in it for you? The successful Financial Planner will be remunerated with a basic salary of up to £65,000, plus bonus, pension and benefits.


Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 3 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.

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