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Financial Planner

Job description

I have a fantastic opportunity working with one of the UK's top FTSE 250, leading wealth management companies. Whose purpose is the help create prosperity for the generations of today and tomorrow.

Their Financial Planners are a key part of their regional team - working collaboratively across their Wealth Management division, with Investment Managers - giving bespoke financial planning and exceptional ongoing relationship services to HNW clients across the UK.

An exceptional opportunity working with a highly regarded brand - the focus of this senior role is to help grow the business and support clients with the provision of holistic financial planning.

Impressive talents and capabilities set this company apart from the norm, and their unwavering commitment to their clients is what defines them.

Would you be interested in working for a company that is passionate about building an inclusive culture, where everyone's contribution is valued, and people can thrive?


  • Significant base salary, overall total reward package
  • Quarterly incentives and annual bonus scheme
  • Deferred additional annual bonus scheme for exceptional performers
  • Additional flexible benefits
  • Client book on offer
  • Extensive, quality lead generation with specialised training and dedicated resources
  • Full marketing, BD support - a dedicated support team allowing you to focus on putting your clients first
  • Whole of market financial planning
  • Hybrid working
  • Huge career/ development opportunity

If your core values are built around:
'Pioneering' innovative, new challenges, striving for what is right.
'Dependable' determination, always putting your clients first.
'Working stronger together' a collaborative environment, developing, learning, moving forwards with your career.

Please contact me in the first instance for further information on this fantastic, bespoke opportunity.

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.