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Financial Planner

Job description

A National leader in Private Client Advice, are seeking an experienced Financial Planner to join their dynamic and forward-thinking team in the South West.

Due to expansion, we're searching for a well-networked, client-facing adviser to work collaboratively with the Investment Management and Marketing teams; with the aim of providing a bespoke and holistic financial planning service to new and existing clients across the business. Attending events, being active in local communities and pitching the wealth proposition to net new clients and within professional connections will also form part of the role.

Candidates will ideally be on track to Chartered status, with a demonstrable history in providing quality fee-based advice holistically, to HNW and UHNW clients with strong network and regional links.

This is an exceptional opportunity to join a stable and well-invested practice, with lasting heritage and a fantastic, highly innovative, tech-driven proposition.

The role would appeal to an individual seeking to join a highly supportive, collaborative and client-first leader, with the ability to leverage excellent HNW/UHNW relationships internally.

The business offer a fantastic total reward package, including a competitive base salary, incentive scheme, Pension, PMI and uncapped earning potential.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. 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.