Accessibility Links

Senior Financial Planner

  • Salary: £75000 - £100000 per annum + Bonus and Senior Benefits
  • Location: Bristol
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    18 Jun 2019
  • Job reference: RM0002

Your new company
A reputable and established accountancy practice is expanding their South West based offering and seeking an experienced Financial Planner. They have established teams across accounting, tax, auditing and advisory services. My client is driven by their client's best interests and provide truly independent advice to some of the wealthiest clients in the South West.

Opportunity
You're an established and experienced Advisor, who maybe frustrated with the lack reward and progression. This opportunity will suit somebody with strong experience with the HNW/UHNW market who enjoys owning the client relationship. Experience with offering holistic advice to clients is required for the successful candidate as well as having some existing relationships to ensure you can hit the ground running.

The successful Financial Planner will take a lead on the South West and work closely with other regional Partners to drive the Financial Planning arm of the business forwards.

This is an opportunity where you can put your stamp on things and be rewarded for your success's. You will have the opportunity to join this national firm at Director level, with a clear route to Partner.

What you'll get in return
You'll be offered a competitive salary of £75,000 - £100,000, plus bonus and senior benefit's.

How to apply
To discuss this opportunity, please contact Ricardo Manouchehri.

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.

Our clients include: