Job Description
I'm excited to be partnering with a prestigious national wealth management firm who are seeking an experienced Financial Planner to join their growing team in their Gloucester office. 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 business while enjoying incredible earning potential. They are looking for a driven individual with a proven track record of managing HNW clients, handling complex financial cases as well as have excellent record of new business generation.Key Requirements:
* Level 4 qualified, Chartered preferred
* Proven experience in delivering regulated financial advice, ideally holding CAS/SPS
* Confident in managing HNW clients and navigating intricate casework
* Passionate, proactive, and self-motivated
What's on Offer:
* Competitive basic salary
* Highly attractive bonus structure - linear bonus scheme (more details to follow)
* An additional % of base salary that you can use towards a range of benefits including electric cars through salary sacrifice, additional protections for you and your family, and discounted gym memberships
* Up to 30 days annual leave + bank holidays
* Flexible, hybrid working arrangements
* Private medical insurance
* Enhanced family insurance
* 15% employer pension contribution
The successful candidate will need to live local to Gloucester. If this opportunity aligns with your aspirations, or if you know someone who could be a perfect fit, please reach out in confidence to
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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.