Job Description
Financial Planner | Remote
South Yorkshire/Lincolnshire
£65,000 - £70,000 salary | OTE £100,000
Market leading pension scheme that provides up to 15% Employer Contributions
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.100 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:
* Level 4 qualified, Chartered preferred.
* Proven experience in delivering regulated financial advice
* Confident in managing HNW clients and navigating intricate casework.
* Passionate, proactive, and self-motivated.
What’s on Offer:
* Market leading pension scheme that provides up to 15% Employer Contributions
* Highly attractive bonus structure.
* 30 days annual leave + bank holidays
* Flexible, hybrid working arrangements.
* Private medical insurance
* Enhanced family insurance