A high performing Financial Planning organisation are looking to bolster their team in Surrey with an important Financial Advisor hire.

This particular opportunity is quite unique for the following reasons:

You will be working closely with an extremely experienced Financial Advisor who has a large/high income portfolio of high net worth private clients

• You will work in collaboration with this adviser to facilitate a hand over of their clients to you over an 18 month period
• There is extremely high earning potential in this book of business but also a fantastic opportunity to develop new business from it and enhance your earnings further.

What we are looking for in an applicant:

Experienced Financial Planner who can demonstrate year on year high performance and retention of clients and new business development

• Technical product knowledge and experience of dealing with high net worth clients across the full product range including investments, pensions, tax, trusts, IHT
• Someone happy to see clients in their homes/businesses and the office. This is not a desk based advisor role!
• You must be willing to be a patient whilst the transition from the current advisor to you takes place. The rewards are there if you are
• The client experience is everything - you must be ethical, personable, knowledgeable and always focusing on the best client outcomes at all times

This is genuinely a rare opportunity and one not to be missed. Alongside all of the above you will also be working for an award winning Financial Planning business with full paraplanning, admin and compliance support which leaves you to do what you do best.

If this role in Surrey interests you please apply or contact me confidentially for a discreet and informal chat about the opportunity.

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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.