Financial Planner – Up to £90,000 DOE – Hybrid / South West
I’m excited to be partnering with a prestigious national firm, specialising in accounting, tax, audit, advisory, and business services across the UK and Europe. They are looking for an experienced Financial Planner with a proven track record of working with clients in the medical sector.
This candidate can be based anywhere in the UK but there's a preference to be local to the South West.
This firm is renowned for its exceptional reputation and premium service, specialising in high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients with a strong focus on long-term relationships. Having experienced impressive growth over the past year, they have ambitious plans for continued expansion in the coming months.
This is a remarkable opportunity to work with a market-leading accountancy business while enjoying incredible earning potential. They are looking for a driven individual with a proven track record of managing HNW clients and handling complex financial cases.
Key Requirements (Must Have):
- Must have strong knowledge/experience in the medical field
- Chartered status or close to achieving it.
- Proven experience in delivering regulated financial advice, ideally holding CAS/SPS.
- Confident in managing HNW and UHNW clients and navigating intricate casework.
- Passionate, proactive, and self-motivated.
What’s on Offer:
- Highly attractive commission structure.
- Potential equity within the firm.
- Flexible, hybrid working arrangements.
- Generous bonus incentives.
- Sick leave pay
- Private medical insurance
- Enhanced family leave pay
- Birthdays off
- Wellness programmes, access to counselling & discounted gym memberships
If this opportunity aligns with your aspirations—or if you know someone who could be a perfect fit -please reach out in confidence to Samantha.durbridge@idexconsulting.com
Financial Planner – Up to £90,000 DOE – Hybrid / South West