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Job description

My client is a Chartered Financial Planning business, with over £2b of FUM. Based in Winchester the client offers an Independent model to give your clients the best options possible.

An extremely strong business, excellent reputation and strong presence in the market. The role offers flexibility to work from home or their offices. Autonomy to manage your own diary.

An existing book of HNW clients to inherit from day one, providing you with almost 70% capacity and then allowing you to build and develop the rest of your portfolio with more quality clients of your choice.

Validation 2.25x - 30% bonus on all ongoing and new business.

Full study support to become Chartered if not already. Great opportunity for progression to lead the office and development.

Continuous lead flow.

Strong technology to aid Advisors, full back office and strong paraplanning support.

Ambitious firm who is growing organically via the 'right' types of acquisitions.

A great opportunity for an ambitious planner, contact me for more details.

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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.