Financial Advisor

2 Days Old

Job Description

Financial Planner – Up to £100,000 DOE – Hybrid / South West


I’m excited to be partnering with a prestigious national firm, specialising in accounting, tax, audit, advisory, and business services across the UK and Europe. They are looking for an experienced Financial Planner with a proven track record of working with clients in the medical sector.


This candidate can be based anywhere in the UK but there's a preference to be local to the South West.


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.


Key Requirements (Must Have):

  • Must have strong knowledge/experience in the medical field
  • Chartered status or close to achieving it.
  • Proven experience in delivering regulated financial advice, ideally holding CAS/SPS.
  • Confident in managing HNW and UHNW clients and navigating intricate casework.
  • Passionate, proactive, and self-motivated.


What’s on Offer:

  • Highly attractive commission structure.
  • Potential equity within the firm.
  • Flexible, hybrid working arrangements.
  • Generous bonus incentives.
  • Sick leave pay
  • Private medical insurance
  • Enhanced family leave pay
  • Birthdays off
  • Wellness programmes, access to counselling & discounted gym memberships


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 – Up to £100,000 DOE – Hybrid / South West

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Location:
Bristol
Job Type:
FullTime
Category:
Finance And Insurance

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