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I'm currently partnered with a bespoke financial planning firm, who are looking for a Financial Planner to join their team in their Cheltenham or Hereford office. This company holds an outstanding reputation, which sets it apart from their competition on the market, specialising in providing a premium service, they work with high net-worth clients with the focus of client longevity, putting them at the forefront. With a client bank supplied, this individual needs to have experience managing high net-worth clients, and have a successful history of being able to deliver a high quality service.Requirements:
- Minimum level 4 qualified is a must
- Experience of giving regulated advice and ideally CAS / SPS
- Be able to demonstrate strong client service skills
- Need to be passionate, proactive, and be able to self-motivate
Perks:
- An impressive 30% of all new business income
- 25 days annual leave + bank holidays
- Hybrid working - Just 1 day/week at either of their offices
- Discretionary bonus
- 6% pension contribution
- Well-being programme
- Death in service 4x gross salary
- Study support available to become Chartered
The successful candidate will need to be relatively local to Cheltenham or Hereford and be Level 4 Diploma qualified, with a preference for Chartered. If this role sounds like it could be for you, and you would like some more information please send your CV to
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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.
