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Senior Financial Planner

IDEX Consulting Ltd

Greater London

Hybrid

GBP 115,000 - 133,000

12 days ago

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An established industry player is seeking a skilled Financial Planner to join its prestigious team in London. This role offers an exciting opportunity to work with high-net-worth clients while enjoying a highly attractive commission structure and equity opportunities. The firm is known for its exceptional service and has ambitious growth plans, making it an ideal environment for a driven individual. With flexible hybrid working arrangements and a ready-made portfolio of potential clients, this position promises both professional growth and significant earning potential. If you're passionate about financial planning and client management, this could be the perfect fit for you.

Highly attractive commission structure

Equity opportunities

Flexible working arrangements

Ready-made portfolio of clients

Chartered status or close to it is essential for this role.
Proven experience in delivering regulated financial advice is required.

Manage high-net-worth clients and navigate complex financial cases.
Develop and nurture internal referral relationships.

Regulated financial advice

Client management

Stakeholder influence

Proactivity

Chartered status

Financial Planner – Up to £115,000 basic plus bonus

London – Hybrid

I'm partnered with a prestigious professional services organisation, specialising in financial planning, accounting, tax, audit, advisory, and business services across the UK. We are seeking an experienced Financial Planner to join their growing team in London.

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 accountancy business while enjoying incredible earning potential. They are looking for a driven individual with a proven track record of managing HNW clients and handling complex financial cases. You will also be able to demonstrate success within developing and nurturing internal referral relationships.

Key Requirements:

Chartered status (or close to)
Proven experience in delivering regulated financial advice holding CAS/SPS.
Confident in managing HNW clients and navigating intricate casework.
Able to influence internal stakeholders and colleagues
Passionate, proactive, and self-motivated.

What’s on Offer:

Highly attractive commission structure.
Equity opportunities within the firm.
Flexible, hybrid working arrangements.
A ready made portfolio of potential clients from the professional services arm of the organisation.

The successful candidate should be based near London and be able to spend a certain portion of the week within the central London office.

If this opportunity aligns with your aspirations—or if you know someone who could be a perfect fit—please reach out in confidence to david.elders@idexconsulting.com.

Seniority level

Director

Employment type

Full-time

Job function

Finance

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