Financial Advisor

IDEX Consulting Ltd

Posted 9 hours ago, valid for 2 hours

Bristol, City of Bristol BS6 5EX

Full Time

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I'm excited to be partnering with a prestigious firm, specialising in accounting, tax, audit, advisory, and business services across the UK and Europe. They are seeking an experienced Financial Planner to join their growing team in their Bristol office.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:

Chartered status or close to achieving it.
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:

Highly attractive commission structure.
Equity opportunities 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

The successful candidate should be based near Bristol.

Financial Planner - Up to £110,000 DOE - Bristol - Hybrid

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.