Job Description
Senior Financial Planner – Gloucestershire - £80,000 + bonus
A highly regarded, national wealth management firm is seeking an experienced Financial Planner to join its established office in Gloucestershire. This is a rare opportunity to inherit and develop a well-maintained client bank as part of a structured succession plan.
The Opportunity
You will take over an existing portfolio of approximately 110 clients, generating around £600k in annual recurring revenue, from a retiring Director. The role offers immediate client responsibility alongside the chance to further grow the book through referrals and new business activity.
The firm has a strong track record of growth through both acquisitions and organic expansion, creating a stable environment with clear long-term career prospects.
The Role
* Manage and develop an established client portfolio
* Provide holistic, high-quality financial planning advice
* Build long-term relationships and identify new business opportunities
* Contribute to the ongoing growth of the regional office
Package & Benefits
* Salary: £80,000
* Year 1: No validation target, with 35% bonus on new business
* Year 2+: Bonus structure based on exceeding validation (3x salary)
* Additional bonus for transferring client assets
* £4,200 car allowance
* 5% flexible benefits pot
* Hybrid working model
About You
* Experienced Financial Planner with a strong track record
* Ideally managing a client bank (~£10m AUM+)
* Strong relationship management and client-facing skills
* Chartered status preferred (or working towards)
* Ambitious, professional, and growth-focused
This is an excellent opportunity for a driven advisor looking to step into a ready-made client base while benefiting from the backing of a growing and acquisitive national firm.
If interested, please reach out to Samantha via email - Samantha.durbridge@idexconsulting.com if interested
Senior Financial Planner – Gloucestershire - £80,000 + bonus