Financial Planner – £80,000 + Bonus – Gloucester
I’m currently partnered with a prestigious national wealth management firm who are seeking an experienced Financial Planner to join their thriving team in Gloucester.
Having experienced impressive growth over the past year, they have ambitious plans for continued expansion in 2026.
This is a rare opportunity where you will be taking over an existing client book and work with a market-leading business, 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:
* Basic salary - £75k
* Highly attractive bonus structure - OTE in excess of £100k
* 30 days annual leave + bank holidays
* Flexible, hybrid working arrangements - Gloucester
* Private medical insurance
* Enhanced family insurance
* Lots more
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 Samantha.durbridge@idexconsulting.com.
Financial Planner – £80,000 + Bonus – Gloucester