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Financial Planner

  • Salary: £65000 - £100000 per annum + benefits + bonus
  • Location: Bristol
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    16 Jul 2019
  • Job reference: 32422

A leading Wealth Manager is currently seeking an experienced Financial Planner for their Bristol office. Applicants will ideally be chartered or working towards chartered status, articulate and have the ability to work comfortably with wealthy private clients and investors. Comfortable with travelling around the South West, you will be highly organised and technically astute. The Financial Planner will be competent in dealing with high net worth clients and providing a first-class service.

In time, the Senior Financial Planner will have the opportunity to progress into a management role and take ownership of the South West.

The salary on offer is up to £100,000 plus bonus and benefits.


Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. 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. If your application is unsuccessful, the information supplied may still 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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