Job description
IDEX Consulting are partnering with a prestigious national wealth management firm who are seeking a Financial Planner to join their growing team to inherit an established client book - predominantly based across South Yorkshire and Lincolnshire.
This firm is renowned for its exceptional reputation and premium service, specialising in highly affluent and HNW 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 rare opportunity where you will be taking over an existing client book of c. clients. They are looking for a driven individual with experience of managing and advising clients, handling complex financial cases as well as having a record of new business generation.
Key Requirements:
1. Level 4 qualified, Chartered preferred
2. Proven experience in delivering regulated financial advice
3. Confident in managing HNW clients and navigating intricate casework
4. Passionate, proactive, and self-motivated
What's on Offer:
5. Market leading pension scheme that provides up to 15% Employer Contributions
6. Highly attractive bonus structure
7. 30 days annual leave + bank holidays
8. Flexible, hybrid working arrangements
9. Private medical insurance
10. Enhanced family insurance