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Financial Planner

  • Salary: £60000 - £70000 per annum + Bonus + benefits package
  • Location: Woking, Surrey
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    08 Jan 2021
  • Job reference: 35018

IDEX Consulting are working on behalf of a growing national wealth management Firm, to lead the search for an experienced Financial Planner to join their growing team in Woking.

Our client is committed to providing innovative and impartial independent financial advice to individuals, businesses, employees, trusts, charities and company directors across the UK, with over £3BN of AUM and strong aspirations to continue growing.

Due to retirement, we're searching for an experienced Financial Planner to take control of an existing client portfolio, with a focus on providing holistic financial advice across pensions, investments and protection, whilst proactively seeking out the opportunity for new business.

This opportunity would be ideally suited to an individual with strong experience of working with high net worth (HNW) clients on complex cases such as inheritance tax and estate planning and VCTs. The opportunity is well supported with an administration and paraplanning team.

What we're searching for:

  • Experience in providing independent financial advice to HNW clients
  • Controlled functions and current SPS
  • Experience of IHT and estate planning and complex cases
  • Managed, developed and grown existing client portfolios
  • Career track record with the ability to self-generate and network to develop new business
  • Ideally chartered or working towards chartered status

Why apply?

  • Exceptional starting salary of c. £60,000 £70,000 plus bonus and package
  • Full support with a high quality administration and paraplanning team
  • Market leading commission structure, paying up to c. 40% on new business generated
  • Existing portfolio of clients to manage and develop within a growing national practice

Apply in confidence or contact James Salmon at IDEX Consulting for additional information.

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